Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$208,606
-$48,814 QoQ
Shares Held
1,234
-12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,699
of 2,091 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026NBT BANK N A /NY holds $368,085 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (56.7% of the industry book) .
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,606 | 1,234 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $257,420 | 1,413 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $90,456 | 701 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $99,294 | 730 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $171,314 | 1,436 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $181,638 | 1,471 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $178,071 | 1,563 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $413,277 | 3,144 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $458,519 | 3,248 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $427,950 | 2,620 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $123,154 | 925 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||