Back to PSX
Somerset Trust Co PSX Position History
Phillips 66 • Energy
Quarters held
10
Latest value
$5.3M
Q3 2026
Peak value
$5.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7K |
| Q3 2025 | $2.8M |
| Q4 2025 | $2.7M |
| Q4 2025 | $6K |
| Q1 2026 | $9K |
| Q1 2026 | $3.9M |
| Q2 2026 | $8K |
| Q2 2026 | $3.6M |
| Q3 2026 | $10K |
| Q3 2026 | $5.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.3M | 20.9K | — | — |
| Q3 2026 | $10K | 39 | — | — |
| Q2 2026 | $3.6M | 21.3K | — | — |
| Q2 2026 | $8K | 49 | — | — |
| Q1 2026 | $3.9M | 21.2K | — | — |
| Q1 2026 | $9K | 49 | — | — |
| Q4 2025 | $6K | 49 | — | — |
| Q4 2025 | $2.7M | 20.9K | — | — |
| Q3 2025 | $2.8M | 20.6K | — | — |
| Q3 2025 | $7K | 48 | — | — |
Other funds holding PSX
$6.5B
$6.2B
$5.3B
$4.7B
$4.7B
$4.6B
$4.4B
$4.4B