Basepoint Wealth LLC

Position in PSX — Phillips 66

CIK 2088236 CEDAR RAPIDS, IA

Position in PSX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$704,093

-$87,479 QoQ

Shares Held

4,165

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,017

of 2,093 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Basepoint Wealth LLC holds $804,603 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (87.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	4,165	$704,093
2	VLO	Valero Energy Corp/Tx	219	$57,036
3	MPC	Marathon Petroleum Corp	141	$36,049
4	SUN	Sunoco LP	110	$7,425

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$704,093	4,165	-4.1%	Shares	Sole	2026-08-10
2026-03-31	$791,572	4,345	-1.1%	Shares	Sole	2026-05-07
2025-12-31	$566,872	4,393	-17.2%	Shares	Sole	2026-02-10
2025-09-30	$721,314	5,303	-0.5%	Shares	Sole	2025-11-13
2025-06-30	$635,630	5,328	-2.0%	Shares	Sole	2025-10-16
2025-03-31	$671,607	5,439	-9.6%	Shares	Sole	2025-10-16
2024-12-31	$685,744	6,019	+10.5%	Shares	Sole	2025-10-16
2024-09-30	$716,271	5,449	-1.8%	Shares	Sole	2025-10-16
2024-06-30	$783,211	5,548	-10.8%	Shares	Sole	2025-10-16
2024-03-31	$1,015,648	6,218	-23.1%	Shares	Sole	2025-10-16
2023-12-31	$1,076,037	8,082	-11.1%	Shares	Sole	2025-10-16
2023-09-30	$1,092,163	9,090	-6.2%	Shares	Sole	2025-10-16
2023-06-30	$923,850	9,686	-0.9%	Shares	Sole	2025-10-15
2023-03-31	$990,989	9,775	-4.2%	Shares	Sole	2025-10-10
2022-12-31	$1,062,448	10,208	-2.6%	Shares	Sole	2025-10-09
2022-09-30	$845,945	10,480	-1.8%	Shares	Sole	2025-10-09
2022-06-30	$875,325	10,676	-24.0%	Shares	Sole	2025-10-09
2022-03-31	$1,213,261	14,044	-11.5%	Shares	Sole	2025-10-09
2021-12-31	$1,150,374	15,876	—	Shares	Sole	2025-10-09
No filing history on record for this holder in this stock.