Cornerstone Planning Group LLC

Position in PSX — Phillips 66

CIK 1822587 FAIRFIELD, NJ

Position in PSX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$35,500

+$340 QoQ

Shares Held

210

+8.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,919

of 2,101 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $415,204 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	4,816	$325,080
2	PSX	Phillips 66 This page	210	$35,500
3	VLO	Valero Energy Corp/Tx	91	$23,700
4	MPC	Marathon Petroleum Corp	85	$21,731
5	DINO	HF Sinclair Corp	132	$9,193

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,500	210	+8.8%	Shares	Sole	2026-07-29
2026-03-31	$35,160	193	+21.4%	Shares	Sole	2026-05-06
2025-12-31	$20,517	159	+7850.0%	Shares	Sole	2026-02-02
2025-09-30	$272	2	-99.0%	Shares	Sole	2025-11-04
2025-06-30	$24,933	209	-19.3%	Shares	Sole	2025-08-11
2025-03-31	$31,981	259	+22.2%	Shares	Sole	2025-04-30
2024-12-31	$24,153	212	-5.8%	Shares	Sole	2025-01-29
2024-09-30	$29,576	225	-10.4%	Shares	Sole	2024-11-05
2024-06-30	$35,433	251	-7.4%	Shares	Sole	2024-08-13
2024-03-31	$44,265	271	+3.0%	Shares	Sole	2024-05-07
2023-12-31	$35,015	263	0.0%	Shares	Sole	2024-02-12
2023-09-30	$31,599	263	+134.8%	Shares	Sole	2023-11-08
2023-06-30	$10,682	112	-63.0%	Shares	Sole	2023-08-15
2022-12-31	$31,536	303	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.