Cornerstone Wealth Group, LLC

Position in PSX — Phillips 66

CIK 1774879 HUNTERSVILLE, NC

Position in PSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$872,636

-$40,996 QoQ

Shares Held

5,162

+2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#937

of 2,093 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $1,473,414 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (59.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	5,162	$872,636
2	MPC	Marathon Petroleum Corp	1,213	$310,127
3	VLO	Valero Energy Corp/Tx	1,116	$290,651

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$872,636	5,162	+2.9%	Shares	Sole	2026-07-27
2026-03-31	$913,632	5,015	-3.0%	Shares	Sole	2026-04-22
2025-12-31	$667,394	5,172	+1.6%	Shares	Sole	2026-01-26
2025-09-30	$692,477	5,091	+0.2%	Shares	Sole	2025-10-30
2025-06-30	$606,282	5,082	+2.5%	Shares	Sole	2025-07-28
2025-03-31	$611,966	4,956	+1.7%	Shares	Sole	2025-04-23
2024-12-31	$555,066	4,872	+2.5%	Shares	Sole	2025-01-22
2024-09-30	$624,650	4,752	+0.3%	Shares	Sole	2024-10-25
2024-06-30	$669,145	4,740	+0.3%	Shares	Sole	2024-07-24
2024-03-31	$771,618	4,724	+108.7%	Shares	Sole	2024-04-17
2023-12-31	$301,428	2,264	+4.4%	Shares	Sole	2024-02-13
2023-09-30	$260,485	2,168	0.0%	Shares	Sole	2023-10-18
2023-06-30	$206,783	2,168	-18.9%	Shares	Sole	2023-08-02
2023-03-31	$270,988	2,673	+20.2%	Shares	Sole	2023-04-25
2022-12-31	$231,473	2,224	-94.6%	Shares	Sole	2023-01-25
2021-06-30	$3,522,224	41,042	+2.7%	Shares	Sole	2021-07-21
2021-03-31	$3,258,909	39,967	-1.8%	Shares	Sole	2021-04-26
2020-12-31	$2,846,348	40,697	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.