13F

Position

First Command Advisory Services, Inc. in Phillips 66

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $21.2K$129.04$182.18

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025399$51.5K0.0%
Q1 2026490$89.3K$182.18$21.2K$16.6K0.0%