JNBA Financial Advisors

Position in PSX — Phillips 66

CIK 1569118 BLOOMINGTON, MN

Position in PSX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$82,665

-$2,413 QoQ

Shares Held

489

+4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,835

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

JNBA Financial Advisors holds $88,583 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (93.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	489	$82,665
2	MPC	Marathon Petroleum Corp	15	$3,835
3	VLO	Valero Energy Corp/Tx	8	$2,083

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82,665	489	+4.7%	Shares	Sole	2026-07-23
2026-03-31	$85,078	467	-72.3%	Shares	Sole	2026-04-23
2025-12-31	$217,174	1,683	+0.5%	Shares	Sole	2026-01-26
2025-09-30	$227,697	1,674	0.0%	Shares	Sole	2025-10-28
2025-06-30	$199,708	1,674	0.0%	Shares	Sole	2025-07-24
2025-03-31	$206,705	1,674	+155.6%	Shares	Sole	2025-04-25
2024-12-31	$74,624	655	0.0%	Shares	Sole	2025-01-30
2024-09-30	$86,099	655	-2.7%	Shares	Sole	2024-10-31
2024-06-30	$95,007	673	-19.8%	Shares	Sole	2024-07-22
2024-03-31	$137,042	839	-34.9%	Shares	Sole	2024-04-26
2023-12-31	$171,617	1,289	-0.5%	Shares	Sole	2024-02-08
2023-09-30	$155,594	1,295	-4.4%	Shares	Sole	2023-11-02
2023-06-30	$129,239	1,355	-0.4%	Shares	Sole	2023-08-03
2023-03-31	$137,876	1,360	+0.4%	Shares	Sole	2023-05-02
2022-12-31	$141,028	1,355	+3.2%	Shares	Sole	2023-02-07
2022-09-30	$105,985	1,313	0.0%	Shares	Sole	2022-11-07
2022-06-30	$107,652	1,313	-2.2%	Shares	Sole	2022-07-22
2022-03-31	$115,935	1,342	-0.1%	Shares	Sole	2022-04-29
2021-12-31	$97,313	1,343	+4.4%	Shares	Sole	2022-02-03
2021-09-30	$90,128	1,287	-50.0%	Shares	Sole	2021-11-10
2021-06-30	$220,900	2,574	-4.7%	Shares	Sole	2021-08-04
2021-03-31	$220,321	2,702	+201.9%	Shares	Sole	2021-05-03
2020-12-31	$62,596	895	0.0%	Shares	Sole	2021-01-25
2020-09-30	$46,396	895	0.0%	Shares	Sole	2020-11-05
2020-06-30	$64,350	895	+1.8%	Shares	Sole	2020-07-24
2020-03-31	$47,158	879	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.