Poehling Capital Management, INC.

Position in PSX — Phillips 66

CIK 1730815 Madison, WI

Position in PSX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,524,323

-$137,705 QoQ

Shares Held

9,017

-1.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#733

of 2,093 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Poehling Capital Management, INC. holds $12,280,561 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	24,149	$6,174,174
2	DINO	HF Sinclair Corp	65,787	$4,582,064
3	PSX	Phillips 66 This page	9,017	$1,524,323

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,524,323	9,017	-1.2%	Shares	Sole	2026-07-20
2026-03-31	$1,662,028	9,123	-0.8%	Shares	Sole	2026-04-21
2025-12-31	$1,187,038	9,199	-0.7%	Shares	Sole	2026-02-06
2025-09-30	$1,259,545	9,260	-1.6%	Shares	Sole	2025-11-05
2025-06-30	$1,122,732	9,411	+49.0%	Shares	Sole	2025-08-11
2025-03-31	$780,023	6,317	-0.5%	Shares	Sole	2025-05-02
2024-12-31	$723,569	6,351	-0.2%	Shares	Sole	2025-02-18
2024-09-30	$836,416	6,363	+109.6%	Shares	Sole	2024-11-13
2024-06-30	$428,592	3,036	0.0%	Shares	Sole	2024-08-09
2024-03-31	$495,900	3,036	+0.0%	Shares	Sole	2024-05-10
2023-12-31	$404,079	3,035	-1.0%	Shares	Sole	2024-02-13
2023-09-30	$368,379	3,066	0.0%	Shares	Sole	2023-11-15
2023-06-30	$292,435	3,066	0.0%	Shares	Sole	2023-08-14
2023-03-31	$310,831	3,066	-88.4%	Shares	Sole	2023-05-11
2022-03-31	$2,289,939	26,507	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$1,918,813	26,481	-0.9%	Shares	Sole	2022-01-10
2021-09-30	$1,870,711	26,713	+1.1%	Shares	Sole	2021-11-12
2021-06-30	$2,266,506	26,410	-2.4%	Shares	Sole	2021-08-13
2021-03-31	$2,205,738	27,051	-6.4%	Shares	Sole	2021-05-11
2020-12-31	$2,020,566	28,890	+87.4%	Shares	Sole	2021-02-16
2020-09-30	$799,372	15,420	-62.1%	Shares	Sole	2020-11-10
2020-03-31	$2,180,657	40,646	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.