Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$317,475
-$24,659 QoQ
Shares Held
1,878
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,441
of 2,093 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Columbia Asset Management holds $598,712 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,878 | $317,475 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,100 | $281,237 |
All Filings in PSX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,475 | 1,878 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $342,134 | 1,878 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $242,337 | 1,878 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $255,445 | 1,878 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $224,045 | 1,878 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $231,895 | 1,878 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $213,960 | 1,878 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $246,863 | 1,878 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $265,117 | 1,878 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $250 | 1,878 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $250,036 | 1,878 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $225,641 | 1,878 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $151,592 | 1,878 | Shares | Sole | 2022-11-03 | |
| 2020-06-30 | $177,017 | 2,462 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||