Demars Financial Group, LLC

Position in PSX — Phillips 66

CIK 1723115 SPOKANE VALLEY, WA

Position in PSX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$614,496

-$47,728 QoQ

Shares Held

3,635

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,086

of 2,093 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Energy · as of Jun 30, 2026

Demars Financial Group, LLC holds $6,681,800 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MPC	Marathon Petroleum Corp	23,731	$6,067,304
2	PSX	Phillips 66 This page	3,635	$614,496

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$614,496	3,635	0.0%	Shares	Sole	2026-07-21
2026-03-31	$662,224	3,635	0.0%	Shares	Sole	2026-04-30
2025-12-31	$469,060	3,635	-8.4%	Shares	Sole	2026-01-22
2025-09-30	$539,999	3,970	-10.4%	Shares	Sole	2025-10-30
2025-06-30	$528,379	4,429	-99.2%	Shares	Sole	2025-07-30
2025-03-31	$4,387	541,707	+21.4%	Shares	Sole	2025-04-18
2024-12-31	$3,915	446,036	+10390.0%	Shares	Sole	2025-02-13
2024-09-30	$558,925	4,252	-1.9%	Shares	Sole	2024-11-01
2024-06-30	$611,830	4,334	-48.4%	Shares	Sole	2024-07-19
2024-03-31	$1,370,749	8,392	-4.7%	Shares	Sole	2024-04-24
2023-12-31	$1,172,963	8,810	-60.1%	Shares	Sole	2024-02-01
2023-09-30	$2,650,388	22,059	-9.7%	Shares	Sole	2023-10-18
2023-06-30	$2,330,896	24,438	-3.8%	Shares	Sole	2023-07-20
2023-03-31	$2,574,342	25,393	-2.8%	Shares	Sole	2023-04-20
2022-12-31	$2,717,945	26,114	-15.6%	Shares	Sole	2023-02-14
2022-09-30	$2,497,234	30,937	-7.6%	Shares	Sole	2022-10-21
2022-06-30	$2,744,697	33,476	+13.8%	Shares	Sole	2022-07-22
2022-03-31	$2,541,421	29,418	-5.8%	Shares	Sole	2022-04-27
2021-12-31	$2,262,201	31,220	+380.0%	Shares	Sole	2022-02-02
2021-09-30	$455,475	6,504	—	Shares	Sole	2021-10-15
No filing history on record for this holder in this stock.