Position in PSX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$688,878
-$53,505 QoQ
Shares Held
4,075
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,028
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 25%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026PEOPLES FINANCIAL SERVICES CORP. holds $1,157,265 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
4,075 | $688,878 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,832 | $468,387 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,878 | 4,075 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $742,383 | 4,075 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $525,838 | 4,075 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $554,281 | 4,075 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $486,147 | 4,075 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $503,181 | 4,075 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $464,264 | 4,075 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $535,658 | 4,075 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $767,964 | 5,440 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $888,569 | 5,440 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $806,828 | 6,060 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $728,108 | 6,060 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $578,002 | 6,060 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $614,362 | 6,060 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $630,724 | 6,060 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $489,162 | 6,060 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $496,859 | 6,060 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $564,731 | 6,537 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $511,566 | 7,060 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $494,410 | 7,060 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $605,888 | 7,060 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $579,749 | 7,110 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $497,273 | 7,110 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $368,581 | 7,110 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $511,208 | 7,110 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $381,451 | 7,110 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||