Creative Planning

CIK

0001540235

City

Overland Park

State / Country

Stock

PSX — Phillips 66

Holdings in PSX

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$36,212,494	280,630	+8.7%	Shares	Sole	2026-02-17
2025-09-30	$35,100,640	258,055	+16.5%	Shares	Sole	2025-11-14
2025-06-30	$26,436,760	221,599	-0.8%	Shares	Sole	2025-08-08
2025-03-31	$27,584,073	223,389	+0.0%	Shares	Sole	2025-05-15
2024-12-31	$25,443,074	223,322	+1.9%	Shares	Defined	2025-02-14
2024-09-30	$28,811,605	219,183	+22923.4%	Shares	Defined	2024-10-11
2024-06-30	$134,392	952	-90.1%	Shares	Defined	2024-08-15
2024-03-31	$1,577,211	9,656	-95.9%	Shares	Defined	2024-05-13
2023-12-31	$31,360,593	235,546	-26.3%	Shares	Defined	2024-02-14
2023-09-30	$38,405,466	319,646	+39.0%	Shares	Defined	2023-11-16
2023-06-30	$21,938,639	230,013	+7.9%	Shares	Sole	2023-07-21
2023-03-31	$21,620,602	213,263	+106531.5%	Shares	Sole	2023-05-15
2022-12-31	$20,816	200	-99.9%	Put	Sole	2023-02-10
2022-12-31	$22,455,988	215,757	+77.1%	Shares	Sole	2023-02-10
2022-09-30	$9,834,601	121,836	-8.8%	Shares	Sole	2022-11-03
2022-06-30	$10,952,142	133,579	+40.7%	Shares	Sole	2022-08-15
2022-03-31	$8,202,730	94,950	+1.6%	Shares	Sole	2022-05-16
2021-12-31	$6,773,415	93,478	-1.2%	Shares	Sole	2022-02-11
2021-09-30	$6,626,168	94,619	-11.9%	Shares	Sole	2021-11-10
2021-06-30	$9,214,235	107,367	-8.9%	Shares	Sole	2021-08-04
2021-03-31	$9,608,673	117,840	+2.6%	Shares	Sole	2021-04-30
2020-12-31	$8,036,175	114,901	+9.3%	Shares	Sole	2021-01-29
2020-09-30	$5,448,643	105,105	+16.8%	Shares	Sole	2020-11-05
2020-06-30	$6,471,071	90,001	-7.6%	Shares	Sole	2020-07-23
2020-03-31	$5,224,919	97,389	—	Shares	Sole	2020-05-05