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American Trust

Position in PSX — Phillips 66

CIK 1905128 LEXINGTON, KY

Position in PSX

as of Mar 31, 2026 · filed May 1, 2026
Position Value
$203,677
-$693,700 QoQ
Shares Held
1,118
-87.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2021
6 quarters on record
Voting authority Sole 12% Shared 0% None 88%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

American Trust holds $293,509 across 1 Oil & Gas Refining & Marketing name.

# Ticker Company Shares Value (USD) Open

All Filings in PSX

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $203,677 1,118
2022-12-31 $897,377 8,622
2022-09-30 $722,282 8,948
2022-06-30 $753,241 9,187
2022-03-31 $651,207 7,538
2021-12-31 $608,736 8,401