Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$36,345
-$2,823 QoQ
Shares Held
215
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,909
of 2,096 holders
Holding Since
Mar 2020
19 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, 2026Perkins Coie Trust Co holds $71,504 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
215 | $36,345 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
135 | $35,159 |
All Filings in PSX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,345 | 215 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $39,168 | 215 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $27,743 | 215 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $29,244 | 215 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $193,623 | 1,623 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $201,148 | 1,629 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $184,908 | 1,623 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $213,343 | 1,623 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $231,095 | 1,637 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $267,387 | 1,637 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $217,950 | 1,637 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $197,046 | 1,640 | Shares | Sole | 2023-10-11 | |
| 2021-09-30 | $7,003 | 100 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $8,582 | 100 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $8,154 | 100 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $6,994 | 100 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $5,184 | 100 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $7,190 | 100 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $5,955 | 111 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||