Planning Strategies Inc.

Position in PSX — Phillips 66

CIK 2139665 LANCASTER, PA

Position in PSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,959

New position

Shares Held

53

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,019

of 2,091 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Planning Strategies Inc. holds $15,952 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (56.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	53	$8,959
2	VLO	Valero Energy Corp/Tx	19	$4,948
3	MPC	Marathon Petroleum Corp	8	$2,045

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,959	53	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.