Position in PSX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$228,893
+$14,103 QoQ
Shares Held
1,354
+14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,639
of 2,096 holders
Holding Since
Mar 2020
8 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, 2026Charles Schwab Trust Co holds $228,893 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
|
1,354 | $228,893 |
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,893 | 1,354 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $214,790 | 1,179 | Shares | Sole | 2026-04-10 | |
| 2021-06-30 | $461,539 | 5,378 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $405,906 | 4,978 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $501,190 | 7,166 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $264,124 | 5,095 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $374,886 | 5,214 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $273,561 | 5,099 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||