Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$183,926
-$13,739 QoQ
Shares Held
1,088
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,744
of 2,093 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $235,060 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (78.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,088 | $183,926 | |
| 2 | MPC |
Marathon Petroleum Corp
|
200 | $51,134 |
All Filings in PSX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $183,926 | 1,088 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $197,665 | 1,085 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $139,621 | 1,082 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $146,765 | 1,079 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $128,247 | 1,075 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $97,549 | 790 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $89,662 | 787 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||