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Livermore
Livermore
ZHEN

Charter Trust Co

SEC CIK
0001035463
Latest filing
Jul 15, 2026

PSX holding history

Phillips 66 in every 13F filed by Charter Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overviewAll 13F holders of PSXFull Q2 2026 holdings

Shares (Q2 2026)
5,409
Value
$914.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PSX by Charter Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,409$914.4K<0.1%+973+21.9%AddedHolders
Q1 20264,436$808.1K<0.1%−9−0.2%ReducedHolders
Q4 20254,445$573.6K<0.1%−167−3.6%ReducedHolders
Q3 20254,612$627.3K<0.1%−126−2.7%ReducedHolders
Q2 20254,738$565.2K<0.1%−36−0.8%ReducedHolders
Q1 20254,774$589.5K<0.1%−264−5.2%ReducedHolders
Q4 20245,038$574.0K<0.1%00.0%UnchangedHolders
Q3 20245,038$662.2K<0.1%00.0%UnchangedHolders
Q2 20245,038$711.2K<0.1%−13−0.3%ReducedHolders
Q1 20245,051$825.0K0.1%00.0%UnchangedHolders
Q4 20235,051$672.5K0.1%−55−1.1%ReducedHolders
Q3 20235,106$613.5K<0.1%−445−8.0%ReducedHolders
Q2 20235,551$529.5K<0.1%−36−0.6%ReducedHolders
Q1 20235,587$566.4K<0.1%−398−6.6%ReducedHolders
Q4 20225,985$622.9K<0.1%−596−9.1%ReducedHolders
Q3 20226,581$531.0K<0.1%−151−2.2%ReducedHolders
Q2 20226,732$552.0K<0.1%−1,586−19.1%ReducedHolders
Q1 20228,318$719.0K0.1%−8,471−50.5%ReducedHolders
Q4 202116,789$1.22M0.1%−3,480−17.2%ReducedHolders
Q3 202120,269$1.42M0.1%+97+0.5%AddedHolders
Q2 202120,172$1.73M0.2%+441+2.2%AddedHolders
Q1 202119,731$1.61M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.