Position in PSX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$63,393
-$4,924 QoQ
Shares Held
375
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,857
of 2,096 holders
Holding Since
Mar 2024
10 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, 2026CBIZ Investment Advisory Services, LLC holds $63,393 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
|
375 | $63,393 |
All Filings in PSX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,393 | 375 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $68,317 | 375 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $49,551 | 384 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,224 | 9 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $38,772 | 325 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $41,365 | 335 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $38,166 | 335 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $42,064 | 320 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $45,174 | 320 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $52,268 | 320 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||