Cornerstone Financial Management LLC

Position in PSX — Phillips 66

CIK 2110329 PROVIDENCE, RI

Position in PSX

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$30,241

+$10,885 QoQ

Shares Held

166

+10.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

Cornerstone Financial Management LLC holds $61,094 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (49.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	166	$30,241
2	VLO	Valero Energy Corp/Tx	66	$16,307
3	MPC	Marathon Petroleum Corp	42	$10,255
4	DINO	HF Sinclair Corp	61	$3,805
5	CSAN	Cosan S.A.	118	$486

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,241	166	+10.7%	Shares	Sole	2026-05-08
2025-12-31	$19,356	150	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.