Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$575,615
-$44,707 QoQ
Shares Held
3,405
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,116
of 2,093 holders
Holding Since
Jun 2023
13 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, 2026Legacy Private Trust Co. holds $575,615 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
3,405 | $575,615 |
All Filings in PSX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,615 | 3,405 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $620,322 | 3,405 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $439,381 | 3,405 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $427,374 | 3,142 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $358,735 | 3,007 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $359,573 | 2,912 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $320,371 | 2,812 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $280,514 | 2,134 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $265,258 | 1,879 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $306,915 | 1,879 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $242,714 | 1,823 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $215,549 | 1,794 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $214,605 | 2,250 | Shares | Sole | 2023-07-07 | |
| No filing history on record for this holder in this stock. | ||||||