HENGEHOLD CAPITAL MANAGEMENT LLC

Position in PSX — Phillips 66

CIK 1536430 CINCINNATI, OH

Position in PSX

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$229,546

+$23,248 QoQ

Shares Held

1,260

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 41% Shared 0% None 59%

Energy · as of Jun 30, 2026

HENGEHOLD CAPITAL MANAGEMENT LLC holds $727,073 across 2 Oil & Gas Refining & Marketing names.

#	Ticker	Company	Shares	Value (USD)	Open
1	MPC	Marathon Petroleum Corp	1,872	$478,614
2	VLO	Valero Energy Corp/Tx	954	$248,459

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$229,546	1,260	-0.2%	Shares	Sole	2026-04-15
2024-03-31	$206,298	1,263	-96.0%	Shares	Sole	2024-04-16
2021-06-30	$2,741,004	31,939	+2.2%	Shares	Sole	2021-08-04
2021-03-31	$2,547,472	31,242	+38.3%	Shares	Sole	2021-04-30
2020-12-31	$1,580,154	22,593	-4.0%	Shares	Sole	2021-02-09
2020-09-30	$1,220,002	23,534	+18.9%	Shares	Sole	2020-11-09
2020-06-30	$1,423,044	19,792	+8.0%	Shares	Sole	2020-07-31
2020-03-31	$983,511	18,332	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.