Position in PSX
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$366,363
+$122,994 QoQ
Shares Held
2,011
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026DAVIDSON TRUST CO holds $1,254,629 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (29.2% of the industry book) .
All Filings in PSX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $366,363 | 2,011 | Shares | Defined | 2026-04-20 | |
| 2025-12-31 | $243,369 | 1,886 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $375,551 | 2,761 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $331,773 | 2,781 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $378,218 | 3,063 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $345,890 | 3,036 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $399,082 | 3,036 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $428,591 | 3,036 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $543,268 | 3,326 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $456,137 | 3,426 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $411,633 | 3,426 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $326,771 | 3,426 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $347,327 | 3,426 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $265,507 | 2,551 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $205,916 | 2,551 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $244,001 | 2,976 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $279,557 | 3,236 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $244,334 | 3,372 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $236,560 | 3,378 | Shares | Defined | 2021-11-03 | |
| 2021-06-30 | $289,384 | 3,372 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $263,863 | 3,236 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $226,325 | 3,236 | Shares | Defined | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||