Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,504,168
-$510,700 QoQ
Shares Held
26,644
-3.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#447
of 2,093 holders
Holding Since
Sep 2022
16 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, 2026Colonial Trust Co / SC holds $4,887,036 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (92.2% of the industry book) .
All Filings in PSX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,504,168 | 26,644 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,014,868 | 27,527 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,586,537 | 27,794 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,189,143 | 30,798 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,884,408 | 32,560 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,704,588 | 38,100 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,321,592 | 37,932 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,940,811 | 37,587 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,307,568 | 37,597 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,893,470 | 36,081 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,832,582 | 36,297 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,021,901 | 33,474 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,161,274 | 33,144 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,342,599 | 32,971 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,468,049 | 33,321 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,406,747 | 29,816 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||