Pinnacle Wealth Management Advisory Group, LLC

Position in PSX — Phillips 66

CIK 1631864 RED BANK, NJ

Back to PSX Full portfolio

Position in PSX

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

Position Value

$891,400

-$102,391 QoQ

Shares Held

5,273

-3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#927

of 2,097 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Pinnacle Wealth Management Advisory Group, LLC holds $7,804,816 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	18,263	$4,756,415
2	MPC	Marathon Petroleum Corp	7,252	$1,854,118
3	PSX	Phillips 66 This page	5,273	$891,400
4	WKC	World Kinect Corp	9,195	$302,883

All Filings in PSX

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18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$891,400	5,273	-3.3%	Shares	Sole	2026-08-05
2026-03-31	$993,791	5,455	-17.5%	Shares	Sole	2026-04-21
2025-12-31	$853,083	6,611	+90.8%	Shares	Sole	2026-02-02
2025-09-30	$471,173	3,464	0.0%	Shares	Sole	2025-10-20
2025-06-30	$413,255	3,464	-8.7%	Shares	Sole	2025-08-07
2025-03-31	$468,359	3,793	-0.6%	Shares	Sole	2025-05-07
2024-12-31	$434,756	3,816	-14.5%	Shares	Sole	2025-01-31
2024-09-30	$586,398	4,461	+2.2%	Shares	Sole	2024-10-16
2024-06-30	$615,924	4,363	+1.8%	Shares	Sole	2024-07-25
2024-03-31	$700,075	4,286	+2.4%	Shares	Sole	2024-05-01
2023-12-31	$557,324	4,186	+2.2%	Shares	Sole	2024-02-07
2023-09-30	$492,254	4,097	+5.1%	Shares	Sole	2023-10-25
2023-06-30	$371,982	3,900	+3.1%	Shares	Sole	2023-08-02
2023-03-31	$383,520	3,783	-4.3%	Shares	Sole	2023-05-04
2022-12-31	$411,324	3,952	+20.0%	Shares	Sole	2023-02-07
2022-09-30	$265,730	3,292	+1.9%	Shares	Sole	2022-11-10
2022-06-30	$264,909	3,231	+29.6%	Shares	Sole	2022-08-01
2022-03-31	$215,370	2,493	—	Shares	Sole	2022-05-05
No filing history on record for this holder in this stock.