Position in PSX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$435,641
-$75,373 QoQ
Shares Held
2,577
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,249
of 2,093 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026TRUST POINT INC. holds $1,572,768 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (27.7% of the industry book) .
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,641 | 2,577 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $511,014 | 2,805 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $300,663 | 2,330 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $320,735 | 2,358 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $257,568 | 2,159 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $264,370 | 2,141 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $258,051 | 2,265 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $259,745 | 1,976 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $257,494 | 1,824 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $343,994 | 2,106 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $280,392 | 2,106 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||