Colonial Trust Advisors

Position in PSX — Phillips 66

CIK 1567993 SPARTANBURG, SC

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,347,896

-$579,512 QoQ

Shares Held

31,635

-2.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#418

of 2,097 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Colonial Trust Advisors holds $5,883,998 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (90.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	31,635	$5,347,896
2	VLO	Valero Energy Corp/Tx	1,130	$294,297
3	MPC	Marathon Petroleum Corp	770	$196,865
4	SGU	Star Group, L.P.	3,500	$44,940

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,347,896	31,635	-2.8%	Shares	Sole	2026-08-11
2026-03-31	$5,927,408	32,536	-2.2%	Shares	Sole	2026-05-12
2025-12-31	$4,293,806	33,275	-9.1%	Shares	Sole	2026-02-12
2025-09-30	$4,977,379	36,593	-8.7%	Shares	Sole	2025-11-10
2025-06-30	$4,779,515	40,063	-6.4%	Shares	Sole	2025-08-13
2025-03-31	$5,284,326	42,795	+0.7%	Shares	Sole	2025-05-14
2024-12-31	$4,839,974	42,482	-3.0%	Shares	Sole	2025-02-13
2024-09-30	$5,756,326	43,791	+1.5%	Shares	Sole	2024-11-12
2024-06-30	$6,089,650	43,137	+0.3%	Shares	Sole	2024-08-14
2024-03-31	$7,027,866	43,026	-3.2%	Shares	Sole	2024-05-14
2023-12-31	$5,916,741	44,440	-0.5%	Shares	Sole	2024-02-14
2023-09-30	$5,365,658	44,658	+1.4%	Shares	Sole	2023-11-13
2023-06-30	$4,199,104	44,025	+4.2%	Shares	Sole	2023-08-14
2023-03-31	$4,285,231	42,269	+1.0%	Shares	Sole	2023-05-11
2022-12-31	$4,353,666	41,830	+2.6%	Shares	Sole	2023-02-14
2022-09-30	$3,289,501	40,752	+6.0%	Shares	Sole	2022-11-14
2022-06-30	$3,153,581	38,463	+1.7%	Shares	Sole	2022-08-12
2022-03-31	$3,268,479	37,834	+4.7%	Shares	Sole	2022-05-09
2021-12-31	$2,618,631	36,139	+1.4%	Shares	Sole	2022-02-14
2021-09-30	$2,495,659	35,637	+0.5%	Shares	Sole	2021-11-12
2021-06-30	$3,044,292	35,473	+3.8%	Shares	Sole	2021-08-05
2021-03-31	$2,785,243	34,158	-10.2%	Shares	Sole	2021-05-10
2020-12-31	$2,660,307	38,037	+6.2%	Shares	Sole	2021-01-29
2020-09-30	$1,856,286	35,808	-2.6%	Shares	Sole	2020-10-26
2020-06-30	$2,642,325	36,750	-7.5%	Shares	Sole	2020-08-10
2020-03-31	$2,130,709	39,715	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.