ACTION POINT FINANCIAL PLANNING, LLC

Position in PSX — Phillips 66

CIK 2116119 GRAND RAPIDS, MI

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$73,192

New position

Shares Held

433

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,845

of 2,093 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

ACTION POINT FINANCIAL PLANNING, LLC holds $248,133 across 7 Oil & Gas Refining & Marketing names. PSX ranks #2 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	344	$89,586
2	PSX	Phillips 66 This page	433	$73,192
3	MPC	Marathon Petroleum Corp	280	$71,582
4	DINO	HF Sinclair Corp	139	$9,678
5	PBF	PBF Energy Inc.	71	$3,230
6	WKC	World Kinect Corp	18	$591
7	CVI	Cvr Energy Inc	10	$274

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,192	433	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.