Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,330,085
-$102,942 QoQ
Shares Held
7,868
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#783
of 2,093 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026COWA, LLC holds $1,606,932 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (82.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
7,868 | $1,330,085 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,063 | $276,847 |
All Filings in PSX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,330,085 | 7,868 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,433,027 | 7,866 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $670,233 | 5,194 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,065,716 | 7,835 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $934,715 | 7,835 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $987,840 | 8,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $922,719 | 8,099 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,064,482 | 8,098 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,132,183 | 8,020 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,574,760 | 9,641 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,418,074 | 10,651 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,321,049 | 10,995 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,116,136 | 11,702 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $856,661 | 8,450 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $869,796 | 8,357 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,050,974 | 13,020 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,108,504 | 13,520 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $938,713 | 10,866 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $987,919 | 13,634 | Shares | Sole | 2022-02-04 | |
| 2021-12-31 | $36,000 | 35,000 | Principal | Sole | 2022-02-04 | |
| 2021-09-30 | $36,000 | 35,000 | Principal | Sole | 2021-10-22 | |
| 2021-09-30 | $993,165 | 14,182 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,270,263 | 49,382 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,285,948 | 50,317 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,760,878 | 25,177 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||