Position in PSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$570,543
-$57,978 QoQ
Shares Held
3,375
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,117
of 2,093 holders
Holding Since
Jun 2020
24 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, 2026Towne Trust Company, N.A holds $2,188,419 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (26.1% of the industry book) .
All Filings in PSX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,543 | 3,375 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $628,521 | 3,450 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $483,900 | 3,750 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $523,677 | 3,850 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $459,305 | 3,850 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $532,075 | 4,309 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $490,924 | 4,309 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $566,418 | 4,309 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $608,301 | 4,309 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $720,166 | 4,409 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $493,017 | 3,703 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $444,915 | 3,703 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $353,192 | 3,703 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $436,238 | 4,303 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $375,000 | 3,603 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $290,834 | 3,603 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $313,447 | 3,823 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $261,156 | 3,023 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $219,046 | 3,023 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $211,700 | 3,023 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $268,015 | 3,123 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $256,851 | 3,150 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $220,311 | 3,150 | Shares | Sole | 2021-01-25 | |
| 2020-06-30 | $230,080 | 3,200 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||