PDS Planning, Inc

Position in PSX — Phillips 66

CIK 838618 DUBLIN, OH

Position in PSX

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$704,490

+$202,525 QoQ

Shares Held

3,867

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

PDS Planning, Inc holds $1,913,082 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (36.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	3,867	$704,490
2	MPC	Marathon Petroleum Corp	2,495	$609,229
3	VLO	Valero Energy Corp/Tx	1,795	$443,508
4	UGP	Ultrapar Holdings Inc	28,286	$155,855

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$704,490	3,867	-0.6%	Shares	Sole	2026-04-22
2025-12-31	$501,965	3,890	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$527,757	3,880	-1.1%	Shares	Sole	2025-10-21
2025-06-30	$468,133	3,924	+14.7%	Shares	Sole	2025-07-24
2025-03-31	$422,425	3,421	+11.0%	Shares	Sole	2025-04-24
2024-12-31	$351,246	3,083	-2.7%	Shares	Sole	2025-02-10
2024-09-30	$416,565	3,169	+1.8%	Shares	Sole	2024-10-30
2024-06-30	$439,603	3,114	-0.0%	Shares	Sole	2024-08-08
2024-03-31	$508,804	3,115	+2.7%	Shares	Sole	2024-05-01
2023-12-31	$403,680	3,032	+0.1%	Shares	Sole	2024-02-01
2023-09-30	$363,934	3,029	+1.6%	Shares	Sole	2023-10-23
2023-06-30	$284,423	2,982	+5.5%	Shares	Sole	2023-07-21
2023-03-31	$286,601	2,827	-24.9%	Shares	Sole	2023-05-02
2022-12-31	$391,653	3,763	+0.1%	Shares	Sole	2023-01-27
2022-09-30	$303,426	3,759	-0.8%	Shares	Sole	2022-11-02
2022-06-30	$310,660	3,789	+10.8%	Shares	Sole	2022-07-15
2022-03-31	$295,367	3,419	+5.2%	Shares	Sole	2022-04-18
2021-12-31	$235,422	3,249	+0.1%	Shares	Sole	2022-01-25
2021-09-30	$227,317	3,246	-23.6%	Shares	Sole	2021-10-22
2021-06-30	$364,735	4,250	+0.8%	Shares	Sole	2021-07-26
2021-03-31	$343,772	4,216	-4.7%	Shares	Sole	2021-04-20
2020-12-31	$309,484	4,425	-5.3%	Shares	Sole	2021-01-21
2020-09-30	$242,196	4,672	-0.1%	Shares	Sole	2020-10-19
2020-06-30	$336,132	4,675	+10.0%	Shares	Sole	2020-08-11
2020-03-31	$228,012	4,250	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.