Position in PSX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$546,200
+$194,593 QoQ
Shares Held
3,231
+67.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,140
of 2,093 holders
Holding Since
Mar 2026
2 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, 2026Providence First Trust Co holds $1,534,309 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
3,794 | $988,109 | |
| 2 | PSX |
Phillips 66
This page
|
3,231 | $546,200 |
All Filings in PSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,200 | 3,231 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $351,607 | 1,930 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||