Pinnacle Wealth Planning Services, Inc.

Position in PSX — Phillips 66

CIK 1726752 MANSFIELD, OH

Position in PSX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$786,420

-$61,810 QoQ

Shares Held

4,652

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#973

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $1,719,657 across 9 Oil & Gas Refining & Marketing names. PSX ranks #1 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	4,652	$786,420
2	MPC	Marathon Petroleum Corp	1,272	$325,212
3	PARR	Par Pacific Holdings, Inc.	4,062	$227,796
4	VLO	Valero Energy Corp/Tx	518	$134,907
5	DINO	HF Sinclair Corp	1,789	$124,603
6	CVI	Cvr Energy Inc	2,145	$59,073
7	WKC	World Kinect Corp	826	$27,208
8	UGP	Ultrapar Holdings Inc	3,732	$18,734

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$786,420	4,652	-0.1%	Shares	Sole	2026-08-07
2026-03-31	$848,230	4,656	+0.5%	Shares	Sole	2026-05-11
2025-12-31	$597,584	4,631	-1.9%	Shares	Sole	2026-02-13
2025-09-30	$642,150	4,721	-0.2%	Shares	Sole	2025-11-13
2025-06-30	$564,169	4,729	-9.1%	Shares	Sole	2025-08-11
2025-03-31	$642,219	5,201	+0.9%	Shares	Sole	2025-05-15
2024-12-31	$587,537	5,157	-10.6%	Shares	Sole	2025-02-27
2024-09-30	$758,466	5,770	-0.1%	Shares	Sole	2024-11-13
2024-06-30	$815,397	5,776	-0.3%	Shares	Sole	2024-08-09
2024-03-31	$946,555	5,795	-0.4%	Shares	Sole	2024-05-10
2023-12-31	$774,475	5,817	-0.4%	Shares	Sole	2024-02-08
2023-09-30	$702,036	5,843	+0.0%	Shares	Sole	2023-11-08
2023-06-30	$557,114	5,841	-0.7%	Shares	Sole	2023-08-07
2023-03-31	$596,215	5,881	-0.0%	Shares	Sole	2023-05-03
2022-12-31	$612,302	5,883	+1.2%	Shares	Sole	2023-02-13
2022-09-30	$469,063	5,811	-0.3%	Shares	Sole	2022-11-09
2022-06-30	$477,919	5,829	+0.4%	Shares	Sole	2022-08-03
2022-03-31	$501,580	5,806	-0.1%	Shares	Sole	2022-04-20
2021-12-31	$420,920	5,809	+11.0%	Shares	Sole	2022-01-21
2021-09-30	$366,537	5,234	-34.9%	Shares	Sole	2021-10-29
2021-06-30	$689,477	8,034	+1.5%	Shares	Sole	2021-08-02
2021-03-31	$645,714	7,919	+0.4%	Shares	Sole	2021-04-29
2020-12-31	$551,686	7,888	-0.8%	Shares	Sole	2021-02-12
2020-09-30	$412,178	7,951	-2.8%	Shares	Sole	2020-11-03
2020-06-30	$588,069	8,179	+25.0%	Shares	Sole	2020-07-27
2020-03-31	$351,031	6,543	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.