Abacus Planning Group, Inc.

Position in PSX — Phillips 66

CIK 1602730 COLUMBIA, SC

Position in PSX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$330,999

-$18,968 QoQ

Shares Held

1,958

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,414

of 2,093 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Abacus Planning Group, Inc. holds $1,071,674 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MPC	Marathon Petroleum Corp	2,897	$740,675
2	PSX	Phillips 66 This page	1,958	$330,999

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$330,999	1,958	+1.9%	Shares	Sole	2026-07-20
2026-03-31	$349,967	1,921	-3.4%	Shares	Sole	2026-04-08
2025-12-31	$256,660	1,989	+3.9%	Shares	Sole	2026-01-16
2025-09-30	$260,478	1,915	+9.1%	Shares	Sole	2025-10-22
2025-06-30	$209,371	1,755	-10.3%	Shares	Sole	2025-07-21
2025-03-31	$241,526	1,956	-42.5%	Shares	Sole	2025-04-14
2024-06-30	$480,260	3,402	+0.9%	Shares	Sole	2024-07-31
2024-03-31	$550,782	3,372	0.0%	Shares	Sole	2024-04-12
2023-12-31	$448,948	3,372	0.0%	Shares	Sole	2024-01-19
2023-09-30	$405,145	3,372	-1.7%	Shares	Sole	2023-10-11
2023-06-30	$327,344	3,432	0.0%	Shares	Sole	2023-07-07
2023-03-31	$347,936	3,432	+41.2%	Shares	Sole	2023-04-18
2022-12-31	$252,914	2,430	-29.2%	Shares	Sole	2023-01-19
2022-09-30	$276,869	3,430	-38.2%	Shares	Sole	2022-10-19
2020-09-30	$287,919	5,554	+18.1%	Shares	Sole	2020-11-03
2020-06-30	$338,073	4,702	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.