Position in PSX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$27,386
-$2,127 QoQ
Shares Held
162
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,937
of 2,091 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Advantage Trust Co holds $27,386 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
|
162 | $27,386 |
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,386 | 162 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $29,513 | 162 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $20,904 | 162 | Shares | Other | 2026-01-29 | |
| 2025-09-30 | $22,035 | 162 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $67,046 | 562 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $69,395 | 562 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $61,179 | 537 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $77,686 | 591 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $87,242 | 618 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $100,943 | 618 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $115,565 | 868 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||