Cornerstone Wealth Management, LLC

Position in PSX — Phillips 66

CIK 1674117 ST. PETERS, MO

Position in PSX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,097,134

-$87,400 QoQ

Shares Held

6,490

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#846

of 2,093 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Energy · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $3,009,055 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	4,286	$1,116,245
2	PSX	Phillips 66 This page	6,490	$1,097,134
3	MPC	Marathon Petroleum Corp	2,746	$702,069
4	IEP	Icahn Enterprises L.P.	12,983	$93,607

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,097,134	6,490	-0.2%	Shares	Sole	2026-07-22
2026-03-31	$1,184,534	6,502	-11.8%	Shares	Sole	2026-04-24
2025-12-31	$951,411	7,373	+0.8%	Shares	Sole	2026-02-05
2025-09-30	$994,578	7,312	+4.9%	Shares	Sole	2025-11-04
2025-06-30	$831,759	6,972	-0.6%	Shares	Sole	2025-08-12
2025-03-31	$866,335	7,016	+0.2%	Shares	Sole	2025-04-18
2024-12-31	$797,510	7,000	+10.9%	Shares	Sole	2025-01-21
2024-09-30	$829,975	6,314	-0.5%	Shares	Sole	2024-10-16
2024-06-30	$896,147	6,348	-2.7%	Shares	Sole	2024-07-16
2024-03-31	$1,065,466	6,523	+0.4%	Shares	Sole	2024-04-19
2023-12-31	$864,744	6,495	+1.3%	Shares	Sole	2024-01-10
2023-09-30	$770,041	6,409	-0.5%	Shares	Sole	2023-11-07
2023-06-30	$614,533	6,443	+2.2%	Shares	Sole	2023-07-14
2023-03-31	$638,998	6,303	+2.3%	Shares	Sole	2023-05-15
2022-09-30	$497,154	6,159	+4.1%	Shares	Sole	2022-10-14
2022-06-30	$485,134	5,917	+3.6%	Shares	Sole	2022-08-04
2022-03-31	$493,459	5,712	-4.3%	Shares	Sole	2022-04-21
2021-12-31	$432,586	5,970	+2.3%	Shares	Sole	2022-02-14
2021-09-30	$408,695	5,836	+1.7%	Shares	Sole	2021-11-12
2021-06-30	$492,606	5,740	+24.3%	Shares	Sole	2021-08-09
2021-03-31	$376,551	4,618	-10.9%	Shares	Sole	2021-04-30
2020-12-31	$362,568	5,184	-10.2%	Shares	Sole	2021-01-29
2020-09-30	$299,427	5,776	-5.2%	Shares	Sole	2020-10-13
2020-06-30	$437,942	6,091	+8.8%	Shares	Sole	2020-07-16
2020-03-31	$300,279	5,597	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.