Pflug Koory, LLC

Position in PSX — Phillips 66

CIK 1740063 OMAHA, NE

Position in PSX

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

Position Value

$353,990

-$27,494 QoQ

Shares Held

2,094

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,372

of 2,093 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Pflug Koory, LLC holds $663,087 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	2,094	$353,990
2	WKC	World Kinect Corp	8,000	$263,520
3	VLO	Valero Energy Corp/Tx	175	$45,577

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,990	2,094	0.0%	Shares	Sole	2026-07-21
2026-03-31	$381,484	2,094	0.0%	Shares	Sole	2026-04-22
2025-12-31	$270,209	2,094	-14.3%	Shares	Sole	2026-01-20
2025-09-30	$332,432	2,444	-2.1%	Shares	Sole	2025-10-21
2025-06-30	$297,772	2,496	0.0%	Shares	Sole	2025-07-21
2025-03-31	$308,206	2,496	-6.0%	Shares	Sole	2025-04-17
2024-12-31	$302,598	2,656	-0.2%	Shares	Sole	2025-01-21
2024-09-30	$349,788	2,661	-0.4%	Shares	Sole	2025-01-15
2024-03-31	$436,444	2,672	0.0%	Shares	Sole	2024-04-11
2023-12-31	$355,750	2,672	-0.6%	Shares	Sole	2024-01-11
2023-09-30	$322,843	2,687	0.0%	Shares	Sole	2023-10-30
2023-06-30	$256,286	2,687	+3.3%	Shares	Sole	2023-07-21
2023-03-31	$263,790	2,602	+1.0%	Shares	Sole	2023-04-20
2022-12-31	$268,110	2,576	-4.4%	Shares	Sole	2023-01-18
2022-09-30	$217,540	2,695	-12.9%	Shares	Sole	2022-10-11
2022-06-30	$253,759	3,095	+0.0%	Shares	Sole	2022-08-01
2022-03-31	$267,290	3,094	+1.6%	Shares	Sole	2022-04-14
2021-12-31	$220,568	3,044	+0.0%	Shares	Sole	2022-01-20
2021-09-30	$213,101	3,043	-9.2%	Shares	Sole	2021-10-19
2021-06-30	$287,754	3,353	+12.4%	Shares	Sole	2021-07-14
2021-03-31	$243,152	2,982	-6.9%	Shares	Sole	2021-07-13
2020-12-31	$223,947	3,202	+3.8%	Shares	Sole	2021-01-14
2020-09-30	$159,978	3,086	+2.7%	Shares	Sole	2020-10-20
2020-06-30	$216,131	3,006	-14.3%	Shares	Sole	2020-07-30
2020-03-31	$188,096	3,506	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.