Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$204,550
-$17,345 QoQ
Shares Held
1,210
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,715
of 2,096 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026First Western Trust Bank holds $204,550 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
|
1,210 | $204,550 |
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,550 | 1,210 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $221,895 | 1,218 | Shares | Sole | 2026-05-12 | |
| 2024-03-31 | $263,794 | 1,615 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $536,287 | 4,028 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $483,964 | 4,028 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $383,904 | 4,025 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $429,547 | 4,237 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $442,652 | 4,253 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||