Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$688,878
-$17,069 QoQ
Shares Held
4,075
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,027
of 2,091 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026SPINNAKER TRUST holds $1,221,438 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (56.4% 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
|
2,083 | $532,560 |
All Filings in PSX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,878 | 4,075 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $705,947 | 3,875 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $503,385 | 3,901 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $520,412 | 3,826 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $457,873 | 3,838 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $473,916 | 3,838 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $437,263 | 3,838 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $501,876 | 3,818 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $537,998 | 3,811 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $624,285 | 3,822 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $506,997 | 3,808 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $457,531 | 3,808 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $363,207 | 3,808 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $335,365 | 3,308 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $344,296 | 3,308 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $277,757 | 3,441 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $282,127 | 3,441 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $298,995 | 3,461 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $259,696 | 3,584 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $250,987 | 3,584 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $307,578 | 3,584 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $292,239 | 3,584 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $251,993 | 3,603 | Shares | Sole | 2021-01-26 | |
| 2020-06-30 | $262,291 | 3,648 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $222,540 | 4,148 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||