Pinion Investment Advisors, LLC

Position in PSX — Phillips 66

CIK 1738738 WICHITA, KS

Position in PSX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$293,808

-$17,719 QoQ

Shares Held

1,738

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,492

of 2,093 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Pinion Investment Advisors, LLC holds $1,598,935 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	3,202	$833,928
2	MPC	Marathon Petroleum Corp	1,843	$471,199
3	PSX	Phillips 66 This page	1,738	$293,808

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,808	1,738	+1.6%	Shares	Sole	2026-08-06
2026-03-31	$311,527	1,710	-0.5%	Shares	Sole	2026-04-24
2025-12-31	$221,690	1,718	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.