Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$92,977
-$7,222 QoQ
Shares Held
550
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,816
of 2,091 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $92,977 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
550 | $92,977 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,977 | 550 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $100,199 | 550 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $123,878 | 960 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $130,579 | 960 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $114,528 | 960 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $118,540 | 960 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $109,372 | 960 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $126,192 | 960 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $135,523 | 960 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $156,806 | 960 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $127,814 | 960 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $115,344 | 960 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $82,026 | 860 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $87,186 | 860 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $89,508 | 860 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $69,419 | 860 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $71,331 | 870 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $75,159 | 870 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $30,433 | 420 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $28,712 | 410 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $35,186 | 410 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $33,431 | 410 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $28,675 | 410 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $15,552 | 300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,151,406 | 16,014 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $300,976 | 5,610 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||