Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,885,245
-$161,911 QoQ
Shares Held
11,152
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#670
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026BOYD WATTERSON ASSET MANAGEMENT LLC/OH holds $2,010,859 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (93.8% of the industry book) .
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,885,245 | 11,152 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,047,156 | 11,237 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,450,022 | 11,237 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,542,466 | 11,340 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,348,925 | 11,307 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,396,188 | 11,307 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,294,130 | 11,359 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,460,278 | 11,109 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,568,257 | 11,109 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,814,544 | 11,109 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,479,052 | 11,109 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,339,552 | 11,149 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,066,825 | 11,185 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,149,142 | 11,335 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,304,434 | 12,533 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,011,663 | 12,533 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,037,911 | 12,659 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,111,666 | 12,868 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $899,808 | 12,418 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $879,296 | 12,556 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,065,455 | 12,415 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,016,069 | 12,461 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $868,305 | 12,415 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $589,161 | 11,365 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $974,964 | 13,560 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $583,443 | 10,875 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||