HighPoint Advisor Group LLC

Position in PSX — Phillips 66

CIK 1616034 DOWNERS GROVE, IL

Position in PSX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$253,067

+$7,853 QoQ

Shares Held

1,497

+11.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,584

of 2,093 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

HighPoint Advisor Group LLC holds $798,658 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	1,103	$282,004
2	SUN	Sunoco LP	3,905	$263,587
3	PSX	Phillips 66 This page	1,497	$253,067

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,067	1,497	+11.2%	Shares	Sole	2026-08-05
2026-03-31	$245,214	1,346	-81.0%	Shares	Sole	2026-05-14
2025-12-31	$913,990	7,083	+2.9%	Shares	Sole	2026-02-04
2025-09-30	$936,361	6,884	-9.5%	Shares	Sole	2025-11-05
2025-06-30	$907,515	7,607	+3.2%	Shares	Sole	2025-08-07
2025-03-31	$910,294	7,372	-3.6%	Shares	Sole	2025-05-05
2024-12-31	$870,994	7,645	+1.0%	Shares	Sole	2025-02-12
2024-09-30	$994,945	7,569	+11.2%	Shares	Sole	2024-11-04
2024-06-30	$961,226	6,809	+14.3%	Shares	Sole	2024-08-08
2024-03-31	$864	5,958	+12.6%	Shares	Sole	2024-05-14
2023-12-31	$704,710	5,293	+7.7%	Shares	Sole	2024-03-26
2022-06-30	$403,062	4,916	-11.8%	Shares	Sole	2022-08-15
2021-09-30	$390,347	5,574	-21.1%	Shares	Sole	2021-11-15
2021-06-30	$606,404	7,066	+26.2%	Shares	Sole	2021-07-29
2021-03-31	$456,705	5,601	-2.5%	Shares	Sole	2021-04-12
2020-12-31	$401,595	5,742	+20.0%	Shares	Sole	2021-02-10
2020-09-30	$248,002	4,784	-0.4%	Shares	Sole	2020-11-06
2020-06-30	$345,479	4,805	-0.6%	Shares	Sole	2020-08-13
2020-03-31	$259,397	4,835	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.