HM Payson & Co

SEC CIK: 0000928052
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

PSX holding history

Phillips 66 in every 13F filed by HM Payson & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overview All 13F holders of PSX Full Q2 2026 holdings

Shares (Q2 2026): 26,440
Value: $4.47M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PSX by HM Payson & Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,440	$4.47M	0.1%	−11,184−29.7%	Reduced	Holders
Q1 2026	37,624	$6.85M	0.1%	−4,540−10.8%	Reduced	Holders
Q4 2025	42,164	$5.44M	0.1%	−300−0.7%	Reduced	Holders
Q3 2025	42,464	$5.78M	0.1%	+4,173+10.9%	Added	Holders
Q2 2025	38,291	$4.57M	0.1%	+1,599+4.4%	Added	Holders
Q1 2025	36,692	$4.53M	0.1%	−634−1.7%	Reduced	Holders
Q4 2024	37,326	$4.25M	0.1%	−228−0.6%	Reduced	Holders
Q3 2024	37,554	$4.94M	0.1%	+224+0.6%	Added	Holders
Q2 2024	37,330	$5.27M	0.1%	−331−0.9%	Reduced	Holders
Q1 2024	37,661	$6.15M	0.1%	−1,559−4.0%	Reduced	Holders
Q4 2023	39,220	$5.22M	0.1%	−1,075−2.7%	Reduced	Holders
Q3 2023	40,295	$4.84M	0.1%	+205+0.5%	Added	Holders
Q2 2023	40,090	$3.82M	0.1%	−314−0.8%	Reduced	Holders
Q1 2023	40,404	$4.10M	0.1%	−400−1.0%	Reduced	Holders
Q4 2022	40,804	$4.25M	0.1%	−1,441−3.4%	Reduced	Holders
Q3 2022	42,245	$3.41M	0.1%	−126−0.3%	Reduced	Holders
Q2 2022	42,371	$3.47M	0.1%	+1,092+2.6%	Added	Holders
Q1 2022	41,279	$3.57M	0.1%	−3,232−7.3%	Reduced	Holders
Q4 2021	44,511	$3.23M	0.1%	+4,807+12.1%	Added	Holders
Q3 2021	39,704	$2.78M	0.1%	−1,100−2.7%	Reduced	Holders
Q2 2021	40,804	$3.50M	0.1%	−2,349−5.4%	Reduced	Holders
Q1 2021	43,153	$3.52M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.