Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,070,929
-$89,373 QoQ
Shares Held
6,335
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#858
of 2,097 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Dorsey & Whitney Trust CO LLC holds $2,736,323 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (39.1% 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 | $1,070,929 | 6,335 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,160,302 | 6,369 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $831,402 | 6,443 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $877,463 | 6,451 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,401,295 | 11,746 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $1,945,300 | 15,754 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,917,095 | 16,827 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $1,455,805 | 11,075 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $362,380 | 2,567 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $408,348 | 2,500 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $357,345 | 2,684 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $278,745 | 2,320 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $220,134 | 2,308 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $422,246 | 4,165 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $337,635 | 3,244 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $258,787 | 3,206 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $248,592 | 3,032 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $252,170 | 2,919 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $212,886 | 2,938 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $234,179 | 3,344 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $289,984 | 3,379 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $305,611 | 3,748 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $297,733 | 4,257 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $301,811 | 5,822 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $291,338 | 4,052 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $304,302 | 5,672 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||