Position in PSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$237,684
-$18,460 QoQ
Shares Held
1,406
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,612
of 2,093 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $241,590 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (98.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,406 | $237,684 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
15 | $3,906 |
All Filings in PSX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,684 | 1,406 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $256,144 | 1,406 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $160,525 | 1,244 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $169,208 | 1,244 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $148,409 | 1,244 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $171,019 | 1,385 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $157,792 | 1,385 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $182,057 | 1,385 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $175,615 | 1,244 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $203,194 | 1,244 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $205,568 | 1,544 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $185,511 | 1,544 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $147,266 | 1,544 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $156,530 | 1,544 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $160,699 | 1,544 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $127,294 | 1,577 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $126,592 | 1,544 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $133,386 | 1,544 | Shares | Defined | 2022-05-12 | |
| 2020-12-31 | $24,059 | 344 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $30,896 | 596 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $43,140 | 600 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $18,455 | 344 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||