Financial Management Professionals, Inc.

Position in PSX — Phillips 66

CIK 1568132 AUSTIN, TX

Position in PSX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$155,526

+$16,159 QoQ

Shares Held

920

+20.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,765

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Financial Management Professionals, Inc. holds $1,103,814 across 5 Oil & Gas Refining & Marketing names. PSX ranks #3 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	2,615	$681,050
2	MPC	Marathon Petroleum Corp	958	$244,931
3	PSX	Phillips 66 This page	920	$155,526
4	PARR	Par Pacific Holdings, Inc.	363	$20,357
5	DINO	HF Sinclair Corp	28	$1,950

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$155,526	920	+20.3%	Shares	Sole	2026-07-09
2026-03-31	$139,367	765	0.0%	Shares	Sole	2026-04-15
2025-12-31	$98,715	765	+0.1%	Shares	Sole	2026-01-27
2025-09-30	$103,919	764	+0.9%	Shares	Sole	2025-10-15
2025-06-30	$90,310	757	-49.5%	Shares	Sole	2025-07-15
2025-03-31	$185,220	1,500	-0.1%	Shares	Sole	2025-04-10
2024-12-31	$171,122	1,502	+0.9%	Shares	Sole	2025-01-15
2024-09-30	$195,729	1,489	+35.1%	Shares	Sole	2024-10-24
2024-06-30	$155,569	1,102	+43.1%	Shares	Sole	2024-07-12
2024-03-31	$125,771	770	-39.4%	Shares	Sole	2024-04-16
2023-12-31	$169,087	1,270	0.0%	Shares	Sole	2024-01-12
2023-09-30	$152,590	1,270	0.0%	Shares	Sole	2023-10-13
2023-06-30	$121,132	1,270	0.0%	Shares	Sole	2023-07-10
2023-03-31	$128,752	1,270	+5.6%	Shares	Sole	2023-04-13
2022-12-31	$125,208	1,203	-20.8%	Shares	Sole	2023-01-11
2022-09-30	$122,532	1,518	+24.2%	Shares	Sole	2022-10-27
2022-06-30	$100,191	1,222	+3.8%	Shares	Sole	2022-07-12
2022-03-31	$101,681	1,177	+3.3%	Shares	Sole	2022-04-27
2021-12-31	$82,531	1,139	0.0%	Shares	Sole	2022-01-28
2021-09-30	$79,764	1,139	-9.5%	Shares	Sole	2021-11-02
2021-06-30	$108,047	1,259	-14.6%	Shares	Sole	2021-08-05
2021-03-31	$120,271	1,475	-24.7%	Shares	Sole	2021-04-26
2020-12-31	$137,082	1,960	-0.8%	Shares	Sole	2021-02-03
2020-09-30	$102,384	1,975	0.0%	Shares	Sole	2020-10-26
2020-06-30	$142,002	1,975	+10.3%	Shares	Sole	2020-07-21
2020-03-31	$96,087	1,791	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.