Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$42,262
-$3,283 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,897
of 2,091 holders
Holding Since
Sep 2024
8 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, 2026Cornerstone National Bank & Trust Co holds $144,530 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
400 | $102,268 | |
| 2 | PSX |
Phillips 66
This page
|
250 | $42,262 |
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,262 | 250 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $45,545 | 250 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $32,260 | 250 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $34,005 | 250 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $29,825 | 250 | Shares | Sole | 2026-01-28 | |
| 2025-03-31 | $30,870 | 250 | Shares | Sole | 2026-01-28 | |
| 2024-12-31 | $28,482 | 250 | Shares | Sole | 2026-01-28 | |
| 2024-09-30 | $32,862 | 250 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||