Aldebaran Financial Inc.

Position in PSX — Phillips 66

CIK 1353110 KINGSPORT, TN

Position in PSX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$223,146

-$17,331 QoQ

Shares Held

1,320

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,657

of 2,097 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Aldebaran Financial Inc. holds $1,006,263 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MPC	Marathon Petroleum Corp	3,063	$783,117
2	PSX	Phillips 66 This page	1,320	$223,146

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,146	1,320	0.0%	Shares	Sole	2026-08-13
2026-03-31	$240,477	1,320	-7.0%	Shares	Sole	2026-05-14
2024-06-30	$200,461	1,420	0.0%	Shares	Sole	2024-08-22
2024-03-31	$231,942	1,420	-27.0%	Shares	Sole	2024-05-13
2023-12-31	$258,957	1,945	0.0%	Shares	Sole	2024-02-01
2023-09-30	$233,691	1,945	-22.0%	Shares	Sole	2023-11-06
2023-06-30	$237,973	2,495	-12.9%	Shares	Sole	2023-07-25
2023-03-31	$290,453	2,865	-37.2%	Shares	Sole	2023-04-24
2022-12-31	$475,125	4,565	-6.2%	Shares	Sole	2023-03-06
2022-09-30	$392,702	4,865	+3.2%	Shares	Sole	2022-11-14
2022-06-30	$386,582	4,715	-2.1%	Shares	Sole	2022-08-01
2022-03-31	$415,967	4,815	0.0%	Shares	Sole	2022-04-18
2021-12-31	$348,894	4,815	0.0%	Shares	Sole	2022-02-16
2021-09-30	$337,194	4,815	+6.2%	Shares	Sole	2021-10-21
2021-06-30	$389,193	4,535	-0.9%	Shares	Sole	2021-07-16
2021-03-31	$373,045	4,575	-6.5%	Shares	Sole	2021-05-03
2020-12-31	$342,356	4,895	-8.8%	Shares	Sole	2021-02-05
2020-09-30	$278,380	5,370	-48.8%	Shares	Sole	2020-10-19
2020-06-30	$753,583	10,481	-41.2%	Shares	Sole	2020-07-20
2020-03-31	$956,633	17,831	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.