Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$27,893
-$2,166 QoQ
Shares Held
165
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,938
of 2,093 holders
Holding Since
Dec 2023
11 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, 2026FIRST UNITED BANK & TRUST holds $2,346,788 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (1.2% of the industry book) .
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,893 | 165 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $30,059 | 165 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $21,291 | 165 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $25,843 | 190 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $19,684 | 165 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $20,374 | 165 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $22,786 | 200 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $26,290 | 200 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $28,234 | 200 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $38,384 | 235 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $31,287 | 235 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||