Position in PSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,155,456
-$94,298 QoQ
Shares Held
6,835
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#829
of 2,096 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Boston Trust Walden Corp holds $1,155,456 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
|
6,835 | $1,155,456 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,155,456 | 6,835 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,249,754 | 6,860 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $885,214 | 6,860 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $933,097 | 6,860 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $818,398 | 6,860 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $863,495 | 6,993 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $830,891 | 7,293 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $960,899 | 7,310 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $1,057,786 | 7,493 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $1,526,085 | 9,343 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $1,334,861 | 10,026 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $1,390,856 | 11,576 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $1,104,118 | 11,576 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $843,278 | 8,318 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $1,115,529 | 10,718 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $877,264 | 10,868 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $891,067 | 10,868 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $1,018,797 | 11,793 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $854,520 | 11,793 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $852,125 | 12,168 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $1,104,503 | 12,870 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $1,090,189 | 13,370 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $970,067 | 13,870 | Shares | Defined | 2021-01-15 | |
| 2020-09-30 | $993,772 | 19,170 | Shares | Defined | 2020-10-14 | |
| 2020-06-30 | $1,564,975 | 21,766 | Shares | Defined | 2020-07-23 | |
| 2020-03-31 | $1,213,348 | 22,616 | Shares | Defined | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||