Coastline Trust Co

Bank

Position in PSX — Phillips 66

CIK 1324279 PROVIDENCE, RI

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$240,388

-$18,671 QoQ

Shares Held

1,422

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,610

of 2,097 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Coastline Trust Co holds $3,761,080 across 5 Oil & Gas Refining & Marketing names. PSX ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	9,086	$2,366,357
2	MPC	Marathon Petroleum Corp	4,195	$1,072,535
3	PSX	Phillips 66 This page	1,422	$240,388
4	DINO	HF Sinclair Corp	1,000	$69,650
5	SUN	Sunoco LP	180	$12,150

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,388	1,422	0.0%	Shares	Defined	2026-08-14
2026-03-31	$259,059	1,422	0.0%	Shares	Defined	2026-04-03
2025-12-31	$183,494	1,422	-5.0%	Shares	Defined	2026-01-05
2025-09-30	$203,621	1,497	-3.4%	Shares	Defined	2025-10-21
2025-06-30	$184,795	1,549	0.0%	Shares	Defined	2025-07-17
2025-03-31	$191,269	1,549	-0.6%	Shares	Defined	2025-04-28
2024-12-31	$177,616	1,559	0.0%	Shares	Defined	2025-02-13
2024-09-30	$204,930	1,559	0.0%	Shares	Defined	2024-11-06
2024-06-30	$220,083	1,559	0.0%	Shares	Defined	2024-07-15
2024-03-31	$254,646	1,559	-31.8%	Shares	Defined	2024-04-26
2023-12-31	$304,224	2,285	-11.6%	Shares	Defined	2024-01-23
2023-09-30	$310,587	2,585	-38.2%	Shares	Defined	2023-10-18
2023-06-30	$399,164	4,185	-10.0%	Shares	Defined	2023-08-07
2023-03-31	$471,416	4,650	0.0%	Shares	Defined	2023-05-31
2022-12-31	$483,971	4,650	-2.1%	Shares	Defined	2023-02-09
2022-09-30	$383,500	4,751	-1.8%	Shares	Defined	2022-11-03
2022-06-30	$396,749	4,839	0.0%	Shares	Defined	2022-07-22
2022-03-31	$418,041	4,839	0.0%	Shares	Defined	2022-05-04
2021-12-31	$350,633	4,839	0.0%	Shares	Defined	2022-02-10
2021-09-30	$338,874	4,839	-8.7%	Shares	Defined	2021-11-09
2021-06-30	$454,759	5,299	-5.5%	Shares	Defined	2021-08-10
2021-03-31	$457,357	5,609	-42.3%	Shares	Defined	2021-05-10
2020-12-31	$679,746	9,719	-7.6%	Shares	Defined	2021-02-12
2020-09-30	$545,045	10,514	+0.8%	Shares	Defined	2020-10-15
2020-06-30	$750,204	10,434	-5.9%	Shares	Defined	2020-08-07
2020-03-31	$594,924	11,089	—	Shares	Defined	2020-06-10
No filing history on record for this holder in this stock.