Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$452,208
+$76,189 QoQ
Shares Held
2,675
+29.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,232
of 2,093 holders
Holding Since
Jun 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Plan Group Financial, LLC holds $716,294 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (63.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
2,675 | $452,208 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,014 | $264,086 |
All Filings in PSX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,208 | 2,675 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $376,019 | 2,064 | Shares | Sole | 2026-04-13 | |
| 2025-03-31 | $496,636 | 4,022 | Shares | Sole | 2025-05-09 | |
| 2023-06-30 | $291,004 | 3,051 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||