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Haverford Trust Co

Bank

Position in PSX — Phillips 66

CIK 842941 RADNOR, PA

Position in PSX

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,224,359
-$194,991 QoQ
Shares Held
13,158
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#621
of 2,091 holders
Holding Since
Mar 2020
26 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, 2026

Haverford Trust Co holds $3,074,312 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (72.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PSX
Phillips 66
This page
13,158 $2,224,359

All Filings in PSX

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,224,359 13,158
2026-03-31 $2,419,350 13,280
2025-12-31 $1,818,947 14,096
2025-09-30 $1,916,113 14,087
2025-06-30 $1,690,003 14,166
2025-03-31 $1,820,712 14,745
2024-12-31 $1,710,545 15,014
2024-09-30 $1,992,519 15,158
2024-06-30 $2,181,923 15,456
2024-03-31 $2,005,488 12,278
2023-12-31 $1,730,686 12,999
2023-09-30 $1,651,702 13,747
2023-06-30 $1,327,784 13,921
2023-03-31 $1,235,315 12,185
2022-12-31 $1,268,631 12,189
2022-09-30 $988,174 12,242
2022-06-30 $774,395 9,445
2022-03-31 $781,397 9,045
2021-12-31 $723,295 9,982
2021-09-30 $921,384 13,157
2021-06-30 $1,121,581 13,069
2021-03-31 $911,861 11,183
2020-12-31 $893,063 12,769
2020-09-30 $661,944 12,769
2020-06-30 $932,471 12,969
2020-03-31 $717,676 13,377