Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,300,501
-$810 QoQ
Shares Held
7,693
+7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#789
of 2,093 holders
Holding Since
Mar 2020
13 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, 2026COZAD ASSET MANAGEMENT INC holds $1,300,501 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
|
7,693 | $1,300,501 |
All Filings in PSX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,300,501 | 7,693 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,301,311 | 7,143 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $477,835 | 3,703 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $492,120 | 3,618 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $500,344 | 4,194 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $641,972 | 5,199 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,365,797 | 38,320 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,900,850 | 37,283 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $5,700,726 | 40,382 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,779,491 | 29,261 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,734,044 | 28,046 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,870,383 | 23,890 | Shares | Sole | 2023-11-02 | |
| 2020-03-31 | $973,908 | 18,153 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||