Allegheny Financial Group

Position in PSX — Phillips 66

CIK 1844148 Pittsburgh, PA

Position in PSX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$385,941

-$31,069 QoQ

Shares Held

2,283

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,322

of 2,093 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Allegheny Financial Group holds $2,410,591 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MPC	Marathon Petroleum Corp	7,919	$2,024,650
2	PSX	Phillips 66 This page	2,283	$385,941

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,941	2,283	-0.3%	Shares	Sole	2026-07-22
2026-03-31	$417,010	2,289	+0.6%	Shares	Sole	2026-04-16
2025-12-31	$293,566	2,275	-8.6%	Shares	Sole	2026-02-02
2025-09-30	$338,689	2,490	+3.3%	Shares	Sole	2025-11-06
2025-06-30	$287,513	2,410	+0.1%	Shares	Sole	2025-08-13
2025-03-31	$297,216	2,407	0.0%	Shares	Sole	2025-05-13
2024-12-31	$274,229	2,407	+1.6%	Shares	Sole	2025-02-14
2024-09-30	$311,273	2,368	-14.6%	Shares	Sole	2024-11-14
2024-06-30	$391,464	2,773	+25.9%	Shares	Sole	2024-08-01
2024-03-31	$359,674	2,202	-20.5%	Shares	Sole	2024-05-07
2023-12-31	$368,797	2,770	+5.6%	Shares	Sole	2024-02-08
2023-09-30	$315,273	2,624	+5.2%	Shares	Sole	2023-11-14
2023-06-30	$237,973	2,495	-0.7%	Shares	Sole	2023-08-07
2023-03-31	$254,666	2,512	+2.8%	Shares	Sole	2023-05-05
2022-12-31	$254,371	2,444	+0.1%	Shares	Sole	2023-02-08
2022-06-30	$200,219	2,442	+0.1%	Shares	Sole	2022-08-11
2022-03-31	$210,791	2,440	+0.2%	Shares	Sole	2022-05-11
2021-06-30	$208,971	2,435	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.