Position in PSX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$431,246
+$49,033 QoQ
Shares Held
2,551
+21.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,255
of 2,091 holders
Holding Since
Dec 2022
10 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, 2026Cooper Financial Group holds $1,389,506 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (31.0% of the industry book) .
All Filings in PSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,246 | 2,551 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $382,213 | 2,098 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $226,852 | 1,758 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $238,579 | 1,754 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $227,147 | 1,904 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $207,322 | 1,679 | Shares | Sole | 2025-05-12 | |
| 2024-06-30 | $333,584 | 2,363 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $285,028 | 1,745 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $210,494 | 1,581 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $239,592 | 2,302 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||