Compound Planning, Inc.

Position in PSX — Phillips 66

CIK 1978879 NEW YORK, NY

Position in PSX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,175,910

+$74,269 QoQ

Shares Held

6,956

+15.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#824

of 2,093 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Energy · as of Jun 30, 2026

Compound Planning, Inc. holds $6,922,576 across 5 Oil & Gas Refining & Marketing names. PSX ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	12,739	$3,317,744
2	MPC	Marathon Petroleum Corp	4,828	$1,234,374
3	PSX	Phillips 66 This page	6,956	$1,175,910
4	UGP	Ultrapar Holdings Inc	168,433	$845,533
5	DINO	HF Sinclair Corp	5,011	$349,015

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,175,910	6,956	+15.0%	Shares	Sole	2026-08-04
2026-03-31	$1,101,641	6,047	-5.4%	Shares	Sole	2026-05-14
2025-12-31	$825,209	6,395	+3.4%	Shares	Defined	2026-02-19
2025-09-30	$841,555	6,187	+12.4%	Shares	Sole	2025-11-10
2025-06-30	$656,627	5,504	+0.4%	Shares	Sole	2025-08-14
2025-03-31	$676,793	5,481	+7.0%	Shares	Sole	2025-05-14
2024-12-31	$583,549	5,122	-11.7%	Shares	Sole	2025-01-17
2024-09-30	$762,410	5,800	+6.9%	Shares	Sole	2024-10-08
2024-06-30	$765,988	5,426	-0.5%	Shares	Sole	2024-07-26
2024-03-31	$890,529	5,452	+1.5%	Shares	Sole	2024-05-07
2023-12-31	$715,228	5,372	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.