Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$514,419
-$110,822 QoQ
Shares Held
3,043
-11.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,169
of 2,097 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Retirement Planning Group, LLC holds $819,688 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (62.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
3,043 | $514,419 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,194 | $305,269 |
All Filings in PSX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,419 | 3,043 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $625,241 | 3,432 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $310,599 | 2,407 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $245,244 | 1,803 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||