Pinnacle Family Advisors, LLC

Position in PSX — Phillips 66

CIK 1679064 Springfield, MO

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$304,628

-$21,656 QoQ

Shares Held

1,802

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,474

of 2,097 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Pinnacle Family Advisors, LLC holds $565,411 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (53.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	1,802	$304,628
2	MPC	Marathon Petroleum Corp	1,020	$260,783

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$304,628	1,802	+0.6%	Shares	Sole	2026-08-14
2026-03-31	$326,284	1,791	-6.8%	Shares	Sole	2026-05-15
2025-12-31	$248,014	1,922	+0.8%	Shares	Sole	2026-02-17
2025-09-30	$259,390	1,907	+12.7%	Shares	Sole	2025-11-14
2025-06-30	$201,855	1,692	-2.0%	Shares	Sole	2025-08-14
2025-03-31	$213,126	1,726	+0.1%	Shares	Sole	2025-05-15
2024-09-30	$226,751	1,725	-4.1%	Shares	Sole	2024-11-14
2024-06-30	$253,964	1,799	+2.7%	Shares	Sole	2024-08-14
2024-03-31	$286,008	1,751	+0.6%	Shares	Sole	2024-05-15
2023-12-31	$231,663	1,740	-1.4%	Shares	Sole	2024-02-14
2023-09-30	$212,064	1,765	-17.1%	Shares	Sole	2023-11-14
2023-03-31	$215,736	2,128	-7.4%	Shares	Sole	2023-05-15
2022-12-31	$239,071	2,297	-7.1%	Shares	Sole	2023-02-10
2022-06-30	$202,679	2,472	+2.9%	Shares	Sole	2022-08-15
2021-06-30	$206,139	2,402	-33.8%	Shares	Sole	2021-08-16
2020-12-31	$253,672	3,627	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.