Number of Shares
5,199.00
Current Holdings Value*
$642,030.00
% of Portfolio
0.06%
Total Estimate Gain
$-796,835.45
% of Total Estimate Gain
-10.04%

COZAD ASSET MANAGEMENT INC's Phillips 66 Holding Summary

As of 2025-03-31, COZAD ASSET MANAGEMENT INC held 5,199.00 shares of Phillips 66(PSX), totaling $642,030.00. This investment constitutes 0.06% of their stock portfolio, and COZAD ASSET MANAGEMENT INC now holds 0% of the outstanding Phillips 66(PSX) stock.

The initial trade took place in 2018Q2. And since then COZAD ASSET MANAGEMENT INC has made 7 purchases of PSX, at an average price of $119.39, for a total of 66,477.00 shares. In addition, there have been 8 sales at an average price of $105.84 for 61,278.00 shares. Based on historical transaction data and PSX's current price of $125.90, COZAD ASSET MANAGEMENT INC's estimated gain on his PSX holdings is $-796,835.45, reflecting a -10.04% gain to date.

COZAD ASSET MANAGEMENT INC PSX ($125.90) Holding Chart

COZAD ASSET MANAGEMENT INC PSX ($125.90) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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