SITTNER & NELSON, LLC

Position in PSX — Phillips 66

CIK 1846138 EUGENE, OR

Position in PSX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$179,362

-$13,930 QoQ

Shares Held

1,061

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,749

of 2,097 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

SITTNER & NELSON, LLC holds $962,658 across 5 Oil & Gas Refining & Marketing names. PSX ranks #4 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	6,000	$405,000
2	MPC	Marathon Petroleum Corp	770	$196,865
3	DKL	Delek Logistics Partners, LP	3,500	$180,390
4	PSX	Phillips 66 This page	1,061	$179,362
5	VLO	Valero Energy Corp/Tx	4	$1,041

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$179,362	1,061	0.0%	Shares	Sole	2026-08-07
2026-03-31	$193,292	1,061	0.0%	Shares	Sole	2026-05-12
2025-12-31	$136,911	1,061	-7.7%	Shares	Sole	2026-02-11
2025-09-30	$156,423	1,150	0.0%	Shares	Sole	2025-11-14
2025-06-30	$137,195	1,150	-5.7%	Shares	Sole	2025-08-08
2025-03-31	$150,522	1,219	0.0%	Shares	Sole	2025-05-13
2024-12-31	$138,880	1,219	0.0%	Shares	Sole	2025-02-11
2024-09-30	$160,237	1,219	-2.4%	Shares	Sole	2024-10-31
2024-06-30	$176,321	1,249	0.0%	Shares	Sole	2024-08-13
2024-03-31	$204,011	1,249	0.0%	Shares	Sole	2024-05-10
2023-12-31	$166,291	1,249	0.0%	Shares	Sole	2024-02-13
2023-09-30	$150,067	1,249	0.0%	Shares	Sole	2023-11-13
2023-06-30	$119,129	1,249	-10.3%	Shares	Sole	2023-08-14
2023-03-31	$141,222	1,393	+5.8%	Shares	Sole	2023-05-09
2022-12-31	$137,073	1,317	+0.5%	Shares	Sole	2023-02-02
2022-09-30	$105,743	1,310	-18.6%	Shares	Sole	2022-11-14
2022-06-30	$132,003	1,610	+22.9%	Shares	Sole	2022-08-12
2022-03-31	$113,170	1,310	0.0%	Shares	Sole	2022-05-10
2021-12-31	$94,922	1,310	0.0%	Shares	Sole	2022-02-09
2021-09-30	$91,739	1,310	0.0%	Shares	Sole	2021-11-12
2021-06-30	$112,424	1,310	0.0%	Shares	Sole	2021-08-12
2021-03-31	$106,817	1,310	0.0%	Shares	Sole	2021-05-06
2020-12-31	$91,621	1,310	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.