FIRST NATIONAL BANK & TRUST CO OF NEWTOWN
BankPosition in PSX — Phillips 66
CIK 1339908
NEWTOWN, PA
Position in PSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$786,251
-$113,171 QoQ
Shares Held
4,651
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#974
of 2,091 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 BANK & TRUST CO OF NEWTOWN holds $995,900 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
4,651 | $786,251 | |
| 2 | MPC |
Marathon Petroleum Corp
|
820 | $209,649 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,251 | 4,651 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $899,422 | 4,937 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $732,689 | 5,678 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $772,321 | 5,678 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $677,385 | 5,678 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $712,232 | 5,768 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $663,299 | 5,822 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $769,770 | 5,856 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $830,220 | 5,881 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,042,272 | 6,381 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $889,241 | 6,679 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $827,352 | 6,886 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $813,209 | 8,526 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $864,365 | 8,526 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $914,654 | 8,788 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $709,366 | 8,788 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $720,527 | 8,788 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $759,194 | 8,788 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $673,153 | 9,290 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $675,929 | 9,652 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $818,550 | 9,538 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $780,663 | 9,574 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $737,306 | 10,542 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $552,821 | 10,664 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $792,984 | 11,029 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $595,675 | 11,103 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||