Position in PSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$330,830
-$55,938 QoQ
Shares Held
1,957
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,416
of 2,093 holders
Holding Since
Jun 2020
14 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, 2026BURKE & HERBERT BANK & TRUST CO holds $1,351,754 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
3,920 | $1,020,924 | |
| 2 | PSX |
Phillips 66
This page
|
1,957 | $330,830 |
All Filings in PSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,830 | 1,957 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $386,768 | 2,123 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $293,307 | 2,273 | Shares | Sole | 2026-02-12 | |
| 2024-03-31 | $222,632 | 1,363 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $213,423 | 1,603 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $242,703 | 2,394 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $249,167 | 2,394 | Shares | Sole | 2023-01-11 | |
| 2022-03-31 | $222,195 | 2,572 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $207,670 | 2,866 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $242,443 | 3,462 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $297,108 | 3,462 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $282,291 | 3,462 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $242,132 | 3,462 | Shares | Sole | 2021-01-11 | |
| 2020-06-30 | $240,146 | 3,340 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||