Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$250,870
-$15,294 QoQ
Shares Held
1,484
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,587
of 2,093 holders
Holding Since
Mar 2026
2 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, 2026COFG Advisors, LLC holds $560,116 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DINO |
HF Sinclair Corp
|
4,440 | $309,246 | |
| 2 | PSX |
Phillips 66
This page
|
1,484 | $250,870 |
All Filings in PSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,870 | 1,484 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $266,164 | 1,461 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||