Plancorp, LLC

Position in PSX — Phillips 66

CIK 1599579 SAINT LOUIS, MO

Position in PSX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$440,206

-$41,842 QoQ

Shares Held

2,604

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,243

of 2,096 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Plancorp, LLC holds $951,569 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	2,604	$440,206
2	MPC	Marathon Petroleum Corp	1,285	$328,535
3	VLO	Valero Energy Corp/Tx	702	$182,828

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$440,206	2,604	-1.6%	Shares	Sole	2026-07-14
2026-03-31	$482,048	2,646	+0.6%	Shares	Sole	2026-04-14
2025-12-31	$339,504	2,631	-7.8%	Shares	Sole	2026-02-05
2025-09-30	$388,065	2,853	-18.6%	Shares	Sole	2025-10-15
2025-06-30	$418,265	3,506	+13.4%	Shares	Sole	2025-07-16
2025-03-31	$381,923	3,093	-3.1%	Shares	Sole	2025-05-15
2024-12-31	$363,664	3,192	+11.5%	Shares	Sole	2025-02-11
2024-09-30	$376,341	2,863	+0.8%	Shares	Sole	2024-11-12
2024-06-30	$400,922	2,840	+0.2%	Shares	Sole	2024-08-09
2024-03-31	$463,068	2,835	-3.9%	Shares	Sole	2024-05-15
2023-12-31	$392,763	2,950	+4.2%	Shares	Sole	2024-02-09
2023-09-30	$340,144	2,831	+7.6%	Shares	Sole	2023-11-08
2023-06-30	$251,040	2,632	-9.1%	Shares	Sole	2023-07-26
2023-03-31	$293,697	2,897	+8.5%	Shares	Sole	2023-05-11
2022-12-31	$277,789	2,669	+2.6%	Shares	Sole	2023-02-14
2022-09-30	$209,952	2,601	-2.5%	Shares	Sole	2022-11-10
2022-06-30	$218,831	2,669	-5.8%	Shares	Sole	2022-08-04
2022-03-31	$244,829	2,834	+1.5%	Shares	Sole	2022-05-13
2021-12-31	$202,235	2,791	+2.9%	Shares	Sole	2022-02-11
2021-06-30	$232,743	2,712	+0.4%	Shares	Sole	2021-08-13
2021-03-31	$220,321	2,702	-14.2%	Shares	Sole	2021-05-14
2020-06-30	$226,413	3,149	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.