Position in PSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,066,197
-$128,356 QoQ
Shares Held
6,307
-3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#860
of 2,093 holders
Holding Since
Mar 2020
26 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 National Trust Co holds $15,005,478 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (7.1% of the industry book) .
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,066,197 | 6,307 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,194,553 | 6,557 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $882,761 | 6,841 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $916,773 | 6,740 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $847,387 | 7,103 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $939,312 | 7,607 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,182,023 | 10,375 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,396,524 | 10,624 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,510,377 | 10,699 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,754,434 | 10,741 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,234,740 | 9,274 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,089,159 | 9,065 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $899,433 | 9,430 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $985,312 | 9,719 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $992,922 | 9,540 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $761,673 | 9,436 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $770,377 | 9,396 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $808,264 | 9,356 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $662,791 | 9,147 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $710,103 | 10,140 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $862,919 | 10,055 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $629,243 | 7,717 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $770,458 | 11,016 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $666,299 | 12,853 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $990,997 | 13,783 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $676,311 | 12,606 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||