Brookstone Capital Management

Position in PSX — Phillips 66

CIK 1599584 WHEATON, IL

Position in PSX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,780,703

-$341,862 QoQ

Shares Held

16,449

-4.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#560

of 2,096 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Brookstone Capital Management holds $6,664,048 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	16,449	$2,780,703
2	VLO	Valero Energy Corp/Tx	7,221	$1,880,637
3	MPC	Marathon Petroleum Corp	7,256	$1,855,141
4	IEP	Icahn Enterprises L.P.	20,467	$147,567

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,780,703	16,449	-4.0%	Shares	Sole	2026-07-15
2026-03-31	$3,122,565	17,140	-6.3%	Shares	Sole	2026-04-16
2025-12-31	$2,360,657	18,294	-7.1%	Shares	Sole	2026-01-15
2025-09-30	$2,677,961	19,688	-2.2%	Shares	Sole	2025-10-15
2025-06-30	$2,401,509	20,130	+3.1%	Shares	Sole	2025-07-30
2025-03-31	$2,409,835	19,516	-5.1%	Shares	Sole	2025-04-29
2024-12-31	$2,342,856	20,564	-7.1%	Shares	Sole	2025-01-13
2024-09-30	$2,908,594	22,127	-2.2%	Shares	Sole	2024-10-08
2024-06-30	$3,193,971	22,625	-2.0%	Shares	Sole	2024-07-18
2024-03-31	$3,769,233	23,076	+6.7%	Shares	Sole	2024-04-15
2023-12-31	$2,879,285	21,626	-3.4%	Shares	Sole	2024-01-11
2023-09-30	$2,690,999	22,397	-11.1%	Shares	Sole	2023-10-20
2023-06-30	$2,403,957	25,204	-11.5%	Shares	Sole	2023-07-11
2023-03-31	$2,888,518	28,492	-5.4%	Shares	Sole	2023-04-19
2022-12-31	$3,136,346	30,134	-21.3%	Shares	Sole	2023-01-09
2022-09-30	$3,090,930	38,292	-11.5%	Shares	Sole	2022-10-14
2022-06-30	$3,546,723	43,258	+4.1%	Shares	Sole	2022-07-11
2022-03-31	$3,589,936	41,555	+29.6%	Shares	Sole	2022-04-12
2021-12-31	$2,323,864	32,071	+2.5%	Shares	Sole	2022-01-11
2021-09-30	$2,190,678	31,282	+23.3%	Shares	Sole	2021-11-03
2021-06-30	$2,176,995	25,367	+714.1%	Shares	Sole	2021-07-14
2021-03-31	$254,078	3,116	-0.5%	Shares	Sole	2021-04-16
2020-12-31	$219,052	3,132	+1.2%	Shares	Sole	2021-01-13
2020-06-30	$222,530	3,095	—	Shares	Sole	2020-07-21
No filing history on record for this holder in this stock.