CREATIVE FINANCIAL DESIGNS INC /ADV

Position in PSX — Phillips 66

CIK 819864 KOKOMO, IN

Position in PSX

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

Position Value

$200,324

-$10,458 QoQ

Shares Held

1,185

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,732

of 2,093 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $942,642 across 5 Oil & Gas Refining & Marketing names. PSX ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	1,954	$499,579
2	PSX	Phillips 66 This page	1,185	$200,324
3	DK	Delek US Holdings, Inc.	3,102	$157,612
4	VLO	Valero Energy Corp/Tx	326	$84,903
5	PARR	Par Pacific Holdings, Inc.	4	$224

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,324	1,185	+2.4%	Shares	Sole	2026-07-28
2026-03-31	$210,782	1,157	-1.9%	Shares	Sole	2026-04-13
2025-12-31	$152,267	1,180	-0.3%	Shares	Sole	2026-02-06
2025-09-30	$161,047	1,184	-41.4%	Shares	Sole	2025-11-12
2025-06-30	$241,224	2,022	+69.9%	Shares	Sole	2025-08-04
2025-03-31	$146,941	1,190	-6.1%	Shares	Sole	2025-04-23
2024-12-31	$144,349	1,267	0.0%	Shares	Sole	2025-02-10
2024-09-30	$166,547	1,267	-3.0%	Shares	Sole	2024-10-28
2024-06-30	$184,368	1,306	+30.7%	Shares	Sole	2024-08-06
2024-03-31	$163,176	999	-3.0%	Shares	Sole	2024-05-01
2023-12-31	$137,134	1,030	+0.2%	Shares	Sole	2024-01-10
2023-09-30	$123,514	1,028	+51.4%	Shares	Sole	2023-11-14
2023-06-30	$64,763	679	-3.3%	Shares	Sole	2023-07-26
2023-03-31	$71,168	702	+16.8%	Shares	Sole	2023-04-25
2022-12-31	$62,552	601	+0.2%	Shares	Sole	2023-02-01
2022-09-30	$48,432	600	+6.4%	Shares	Sole	2022-11-01
2022-06-30	$46,242	564	0.0%	Shares	Sole	2022-08-01
2022-03-31	$48,723	564	-3.6%	Shares	Sole	2022-04-15
2021-12-31	$42,389	585	+34.8%	Shares	Sole	2022-01-26
2021-09-30	$30,393	434	-36.2%	Shares	Sole	2021-10-08
2021-06-30	$58,357	680	+143.7%	Shares	Sole	2021-07-27
2021-03-31	$22,749	279	+114.6%	Shares	Sole	2021-04-19
2020-12-31	$9,092	130	+282.4%	Shares	Sole	2021-01-08
2020-09-30	$1,762	34	0.0%	Shares	Sole	2020-10-06
2020-06-30	$2,444	34	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.