Position in PSX
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$3,600,933
-$268,205 QoQ
Shares Held
21,301
+0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#499
of 2,093 holders
Holding Since
Mar 2020
26 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, 2026Somerset Trust Co holds $3,600,933 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
|
21,301 | $3,600,933 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,600,933 | 21,301 | Shares | Other | 2026-07-06 | |
| 2026-03-31 | $3,869,138 | 21,238 | Shares | Other | 2026-04-02 | |
| 2025-12-31 | $2,701,709 | 20,937 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,807,315 | 20,639 | Shares | Other | 2025-10-14 | |
| 2025-06-30 | $2,443,860 | 20,485 | Shares | Other | 2025-07-07 | |
| 2025-03-31 | $2,537,513 | 20,550 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,256,041 | 19,802 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,522,525 | 19,190 | Shares | Other | 2024-10-08 | |
| 2024-06-30 | $2,732,767 | 19,358 | Shares | Other | 2024-07-09 | |
| 2024-03-31 | $3,156,871 | 19,327 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,510,353 | 18,855 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $2,453,702 | 20,422 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,915,706 | 20,085 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $2,104,850 | 20,762 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $2,173,397 | 20,882 | Shares | Other | 2023-01-03 | |
| 2022-09-30 | $1,683,092 | 20,851 | Shares | Other | 2022-10-03 | |
| 2022-06-30 | $1,682,352 | 20,519 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,747,841 | 20,232 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $1,454,924 | 20,079 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,390,095 | 19,850 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,739,999 | 20,275 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,632,348 | 20,019 | Shares | Sole | 2021-04-07 | |
| 2020-12-31 | $1,377,188 | 19,691 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,019,381 | 19,664 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,477,976 | 20,556 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,035,820 | 19,307 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||