PFG Investments, LLC

Position in PSX — Phillips 66

CIK 1973224 WOODBURY, NY

Position in PSX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,187,845

-$289,803 QoQ

Shares Held

12,942

-4.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#627

of 2,093 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

PFG Investments, LLC holds $7,973,780 across 6 Oil & Gas Refining & Marketing names. PSX ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	11,508	$2,997,143
2	PSX	Phillips 66 This page	12,942	$2,187,845
3	MPC	Marathon Petroleum Corp	4,869	$1,244,857
4	DKL	Delek Logistics Partners, LP	16,800	$865,872
5	SUN	Sunoco LP	5,951	$401,692
6	DINO	HF Sinclair Corp	3,968	$276,371

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,187,845	12,942	-4.8%	Shares	Sole	2026-07-23
2026-03-31	$2,477,648	13,600	-2.7%	Shares	Sole	2026-04-27
2025-12-31	$1,803,850	13,979	-11.2%	Shares	Sole	2026-01-26
2025-09-30	$2,141,634	15,745	-1.3%	Shares	Sole	2025-10-31
2025-06-30	$1,902,596	15,948	+1.9%	Shares	Sole	2025-07-18
2025-03-31	$1,932,091	15,647	+2.2%	Shares	Sole	2025-04-22
2024-12-31	$1,743,584	15,304	+5.2%	Shares	Sole	2025-01-22
2024-09-30	$1,911,414	14,541	-3.9%	Shares	Sole	2024-10-24
2024-06-30	$2,135,902	15,130	+6.6%	Shares	Sole	2024-08-07
2024-03-31	$2,317,794	14,190	+378.3%	Shares	Sole	2024-04-22
2023-12-31	$395,026	2,967	-15.2%	Shares	Sole	2024-01-17
2023-09-30	$420,164	3,497	-6.2%	Shares	Sole	2023-11-06
2023-06-30	$355,672	3,729	-2.7%	Shares	Sole	2023-08-03
2023-03-31	$388,488	3,832	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.