Cornerstone Financial Management LLC

Position in PSX — Phillips 66

CIK 2110329 PROVIDENCE, RI

Position in PSX

as of Jun 30, 2026 · filed Aug 28, 2026 Compact

Position Value

$65,929

+$35,688 QoQ

Shares Held

390

+134.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

3 quarters on record

Energy · as of Jun 30, 2026

Cornerstone Financial Management LLC holds $118,142 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (55.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	390	$65,929
2	VLO	Valero Energy Corp/Tx	104	$27,085
3	MPC	Marathon Petroleum Corp	75	$19,175
4	DINO	HF Sinclair Corp	76	$5,293
5	DK	Delek US Holdings, Inc.	13	$660

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,929	390	+134.9%	Shares	Sole	2026-08-28
2026-03-31	$30,241	166	+10.7%	Shares	Sole	2026-08-28
2025-12-31	$19,356	150	—	Shares	Sole	2026-08-28
No filing history on record for this holder in this stock.