Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$343,002
+$4,272 QoQ
Shares Held
2,029
-22.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,393
of 2,093 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026CAPE COD FIVE CENTS SAVINGS BANK holds $343,002 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
|
2,029 | $343,002 |
All Filings in PSX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,002 | 2,029 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $338,730 | 2,625 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $357,052 | 2,625 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $313,162 | 2,625 | Shares | Sole | 2025-11-05 | |
| 2025-03-31 | $324,135 | 2,625 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $299,066 | 2,625 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $345,056 | 2,625 | Shares | Sole | 2025-02-18 | |
| 2024-06-30 | $370,571 | 2,625 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $449,185 | 2,750 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $413,000 | 3,102 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $721,380 | 6,004 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $286,140 | 3,000 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $399,842 | 3,944 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $487,718 | 4,686 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $357,428 | 4,428 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $351,081 | 4,282 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $353,507 | 4,092 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $361,720 | 4,992 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $371,088 | 5,299 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $514,233 | 5,992 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $508,972 | 6,242 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $541,475 | 7,742 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $401,345 | 7,742 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $639,334 | 8,892 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $489,556 | 9,125 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||