Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$423,977
-$32,930 QoQ
Shares Held
2,508
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,265
of 2,093 holders
Holding Since
Dec 2020
23 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, 2026CoreFirst Bank & Trust holds $1,020,710 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
2,334 | $596,733 | |
| 2 | PSX |
Phillips 66
This page
|
2,508 | $423,977 |
All Filings in PSX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,977 | 2,508 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $456,907 | 2,508 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $322,341 | 2,498 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $369,702 | 2,718 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $324,257 | 2,718 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $388,715 | 3,148 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $358,651 | 3,148 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $413,804 | 3,148 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $444,403 | 3,148 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $558,296 | 3,418 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $458,401 | 3,443 | Shares | Sole | 2024-03-18 | |
| 2023-09-30 | $413,676 | 3,443 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $324,196 | 3,399 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $349,051 | 3,443 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $358,347 | 3,443 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $277,918 | 3,443 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $282,455 | 3,445 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $271,696 | 3,145 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $229,335 | 3,165 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $310,653 | 4,436 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $445,319 | 5,189 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $423,111 | 5,189 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $383,900 | 5,489 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||