Magnus Financial Group LLC

Position in PSX — Phillips 66

CIK 1765216 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$475,030

-$36,895 QoQ

Shares Held

2,810

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,209

of 2,093 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Magnus Financial Group LLC holds $806,378 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	2,810	$475,030
2	MPC	Marathon Petroleum Corp	1,296	$331,348

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$475,030	2,810	0.0%	Shares	Sole	2026-07-09
2026-03-31	$511,925	2,810	-10.8%	Shares	Sole	2026-04-10
2025-12-31	$406,605	3,151	-0.3%	Shares	Sole	2026-01-07
2025-09-30	$429,823	3,160	+2.5%	Shares	Sole	2025-10-28
2025-06-30	$367,801	3,083	+2.8%	Shares	Sole	2025-07-16
2025-03-31	$370,316	2,999	+2.4%	Shares	Sole	2025-04-11
2024-12-31	$333,700	2,929	-0.1%	Shares	Sole	2025-01-17
2024-09-30	$385,542	2,933	-3.3%	Shares	Sole	2024-10-15
2024-06-30	$428,168	3,033	+0.1%	Shares	Sole	2024-08-02
2024-03-31	$495,083	3,031	+0.0%	Shares	Sole	2024-05-03
2023-12-31	$403,414	3,030	+0.1%	Shares	Sole	2024-02-05
2023-09-30	$363,814	3,028	-1.9%	Shares	Sole	2023-10-10
2023-06-30	$294,342	3,086	-1.4%	Shares	Sole	2023-07-19
2023-03-31	$317,420	3,131	+2.9%	Shares	Sole	2023-05-10
2022-12-31	$316,611	3,042	+11.2%	Shares	Sole	2023-02-02
2022-09-30	$220,769	2,735	-2.4%	Shares	Sole	2022-11-09
2022-06-30	$229,653	2,801	+17.3%	Shares	Sole	2022-08-11
2022-03-31	$206,212	2,387	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.