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Cordgrass Capital Advisors, LLC

Position in PSX — Phillips 66

CIK 1912040 RALEIGH, NC

Position in PSX

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$291,852
+$75,452 QoQ
Shares Held
1,602
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
4 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, 2026

Cordgrass Capital Advisors, LLC holds $586,762 across 1 Oil & Gas Refining & Marketing name.

# Ticker Company Shares Value (USD) Open

All Filings in PSX

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $291,852 1,602
2025-12-31 $216,400 1,677
2025-09-30 $225,657 1,659
2024-03-31 $206,951 1,267