Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$31,950
-$66,609 QoQ
Shares Held
189
-65.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,919
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Global Trust Asset Management, LLC holds $37,158 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (86.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
189 | $31,950 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
20 | $5,208 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,950 | 189 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $98,559 | 541 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $69,810 | 541 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $115,344 | 848 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $119,896 | 1,005 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $124,097 | 1,005 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $114,499 | 1,005 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $126,717 | 964 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $136,087 | 964 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $157,459 | 964 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $128,346 | 964 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $115,824 | 964 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $91,946 | 964 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $97,730 | 964 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $100,333 | 964 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $77,814 | 964 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $79,038 | 964 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $83,279 | 964 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $69,851 | 964 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $101,473 | 1,449 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $257,374 | 2,999 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $254,078 | 3,116 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $278,081 | 3,976 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $276,099 | 5,326 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $393,364 | 5,471 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $293,519 | 5,471 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||