Position in PSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$248,672
-$19,314 QoQ
Shares Held
1,471
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,589
of 2,091 holders
Holding Since
Dec 2023
7 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, 2026Cambridge Financial Group, LLC holds $248,672 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
|
1,471 | $248,672 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,672 | 1,471 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $267,986 | 1,471 | Shares | Sole | 2026-04-08 | |
| 2025-09-30 | $200,085 | 1,471 | Shares | Sole | 2025-10-06 | |
| 2024-09-30 | $302,335 | 2,300 | Shares | Sole | 2025-09-09 | |
| 2024-06-30 | $487,601 | 3,454 | Shares | Sole | 2025-09-09 | |
| 2024-03-31 | $564,176 | 3,454 | Shares | Sole | 2025-09-09 | |
| 2023-12-31 | $459,865 | 3,454 | Shares | Sole | 2025-09-09 | |
| No filing history on record for this holder in this stock. | ||||||