Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$120,701
-$9,375 QoQ
Shares Held
714
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,788
of 2,093 holders
Holding Since
Mar 2025
6 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, 2026TOWER TRUST & INVESTMENT Co holds $120,701 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
|
714 | $120,701 |
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,701 | 714 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $130,076 | 714 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $92,134 | 714 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $97,118 | 714 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $85,180 | 714 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $17,040 | 138 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||