COMPASS FINANCIAL MANAGEMENT LLC

Position in PSX — Phillips 66

CIK 2148724 TAMPA, FL

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$26,540

New position

Shares Held

157

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,941

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

COMPASS FINANCIAL MANAGEMENT LLC holds $3,364,339 across 6 Oil & Gas Refining & Marketing names. PSX ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	8,760	$2,281,454
2	MPC	Marathon Petroleum Corp	2,706	$691,843
3	DINO	HF Sinclair Corp	4,414	$307,435
4	SUN	Sunoco LP	807	$54,472
5	PSX	Phillips 66 This page	157	$26,540
6	IEP	Icahn Enterprises L.P.	360	$2,595

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,540	157	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.