Stockman Wealth Management, Inc.

Position in PSX — Phillips 66

CIK 1389400 BILLINGS, MT

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$475,030

-$43,272 QoQ

Shares Held

2,810

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,208

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Stockman Wealth Management, Inc. holds $1,107,659 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	2,810	$475,030
2	VLO	Valero Energy Corp/Tx	1,400	$364,616
3	DINO	HF Sinclair Corp	3,848	$268,013

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$475,030	2,810	-1.2%	Shares	Sole	2026-08-11
2026-03-31	$518,302	2,845	+3.9%	Shares	Sole	2026-04-13
2025-12-31	$353,311	2,738	0.0%	Shares	Sole	2026-01-29
2025-09-30	$372,422	2,738	0.0%	Shares	Sole	2025-10-16
2025-06-30	$326,643	2,738	-1.8%	Shares	Sole	2025-07-17
2025-03-31	$344,262	2,788	+1.8%	Shares	Sole	2025-04-17
2024-12-31	$311,940	2,738	-9.3%	Shares	Sole	2025-01-28
2024-09-30	$396,716	3,018	-0.3%	Shares	Sole	2024-11-04
2024-06-30	$427,321	3,027	+1.7%	Shares	Sole	2024-07-31
2024-03-31	$486,263	2,977	-5.4%	Shares	Sole	2024-04-17
2023-12-31	$419,124	3,148	-12.1%	Shares	Sole	2024-02-01
2023-09-30	$430,137	3,580	+0.4%	Shares	Sole	2023-10-31
2023-06-30	$340,125	3,566	-23.4%	Shares	Sole	2023-08-02
2023-03-31	$472,025	4,656	-13.2%	Shares	Sole	2023-05-04
2022-12-31	$557,972	5,361	-6.7%	Shares	Sole	2023-02-08
2022-09-30	$463,574	5,743	-3.8%	Shares	Sole	2022-11-07
2022-06-30	$489,316	5,968	-44.3%	Shares	Sole	2022-07-28
2022-03-31	$926,014	10,719	-89.7%	Shares	Sole	2022-05-05
2021-12-31	$7,508,812	103,627	+3.8%	Shares	Sole	2022-02-08
2021-09-30	$6,994,036	99,872	+20.5%	Shares	Sole	2021-11-02
2021-06-30	$7,110,358	82,852	+6.3%	Shares	Sole	2021-08-12
2021-03-31	$6,353,433	77,918	+0.0%	Shares	Sole	2021-05-05
2020-12-31	$5,449,235	77,913	+2.3%	Shares	Sole	2021-02-08
2020-09-30	$3,947,356	76,145	+16.7%	Shares	Sole	2020-11-06
2020-06-30	$4,691,906	65,256	-3.1%	Shares	Sole	2020-08-11
2020-03-31	$3,611,235	67,311	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.