Kohmann Bosshard Financial Services, LLC

Position in PSX — Phillips 66

CIK 1696615 FAIRLAWN, OH

Position in PSX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$417,215

-$32,405 QoQ

Shares Held

2,468

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,276

of 2,097 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Kohmann Bosshard Financial Services, LLC holds $417,215 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	2,468	$417,215

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$417,215	2,468	0.0%	Shares	Sole	2026-07-15
2026-03-31	$449,620	2,468	0.0%	Shares	Sole	2026-05-01
2025-12-31	$318,469	2,468	-5.9%	Shares	Sole	2026-01-30
2025-09-30	$356,780	2,623	-0.8%	Shares	Sole	2025-11-13
2025-06-30	$315,309	2,643	0.0%	Shares	Sole	2025-08-12
2025-03-31	$326,357	2,643	-0.8%	Shares	Sole	2025-05-12
2024-12-31	$303,395	2,663	0.0%	Shares	Sole	2025-02-05
2024-09-30	$350,051	2,663	+1.5%	Shares	Sole	2024-10-17
2024-06-30	$370,288	2,623	0.0%	Shares	Sole	2024-07-11
2024-03-31	$428,440	2,623	0.0%	Shares	Sole	2024-04-16
2023-12-31	$349,226	2,623	0.0%	Shares	Sole	2024-01-09
2023-09-30	$315,153	2,623	0.0%	Shares	Sole	2023-10-12
2023-06-30	$250,181	2,623	+6.3%	Shares	Sole	2023-08-14
2023-03-31	$250,205	2,468	0.0%	Shares	Sole	2023-04-28
2022-12-31	$256,869	2,468	+10.4%	Shares	Sole	2023-01-27
2020-06-30	$160,696	2,235	0.0%	Shares	Sole	2020-08-14
2020-03-31	$119,907	2,235	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.