Position in PSX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,314,325
-$398,853 QoQ
Shares Held
25,521
-1.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#460
of 2,096 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 53%
Shared 47%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Citizens National Bank Trust Department holds $6,608,188 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (65.3% of the industry book) .
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,314,325 | 25,521 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,713,178 | 25,871 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,362,395 | 26,057 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,561,955 | 26,187 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,133,653 | 26,267 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,270,614 | 26,487 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,102,769 | 27,234 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,625,916 | 27,584 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,958,971 | 28,044 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $4,638,692 | 28,399 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,836,961 | 28,819 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,603,779 | 29,994 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,907,659 | 30,485 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,379,907 | 33,339 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,480,331 | 33,439 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,696,774 | 33,409 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,287,439 | 27,899 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,034,433 | 11,974 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $673,588 | 9,296 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,541,430 | 22,011 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $1,893,274 | 22,061 | Shares | Other | 2021-08-05 | |
| 2021-03-31 | $1,907,709 | 23,396 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $1,702,199 | 24,338 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,204,916 | 23,243 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,450,438 | 20,173 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,098,376 | 20,473 | Shares | Other | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||