Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$504,444
-$39,180 QoQ
Shares Held
2,984
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,177
of 2,093 holders
Holding Since
Mar 2021
20 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, 2026PLIMOTH TRUST CO LLC holds $504,444 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
|
2,984 | $504,444 |
All Filings in PSX
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,444 | 2,984 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $543,624 | 2,984 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $385,055 | 2,984 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $405,883 | 2,984 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $355,990 | 2,984 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $367,475 | 2,976 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $287,786 | 2,526 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $332,042 | 2,526 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $356,594 | 2,526 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $412,596 | 2,526 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $336,311 | 2,526 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $303,498 | 2,526 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $240,929 | 2,526 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $256,085 | 2,526 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $262,905 | 2,526 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $203,898 | 2,526 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $207,106 | 2,526 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $218,220 | 2,526 | Shares | Sole | 2022-04-25 | |
| 2021-06-30 | $216,780 | 2,526 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $205,969 | 2,526 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||