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Livermore
Livermore
ZHEN

Davidson Trust Co

SEC CIK
0001133119
Latest filing
Jul 29, 2026

PSX holding history

Phillips 66 in every 13F filed by Davidson 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)
2,011
Value
$340.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PSX by Davidson Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,011$340.0K0.1%00.0%UnchangedHolders
Q1 20262,011$366.4K0.2%+125+6.6%AddedHolders
Q4 20251,886$243.4K0.1%−875−31.7%ReducedHolders
Q3 20252,761$375.6K0.2%−20−0.7%ReducedHolders
Q2 20252,781$331.8K0.2%−282−9.2%ReducedHolders
Q1 20253,063$378.2K0.2%+27+0.9%AddedHolders
Q4 20243,036$345.9K0.2%00.0%UnchangedHolders
Q3 20243,036$399.1K0.2%00.0%UnchangedHolders
Q2 20243,036$428.6K0.3%−290−8.7%ReducedHolders
Q1 20243,326$543.3K0.3%−100−2.9%ReducedHolders
Q4 20233,426$456.1K0.3%00.0%UnchangedHolders
Q3 20233,426$411.6K0.3%00.0%UnchangedHolders
Q2 20233,426$326.8K0.2%00.0%UnchangedHolders
Q1 20233,426$347.3K0.3%+875+34.3%AddedHolders
Q4 20222,551$265.5K0.2%00.0%UnchangedHolders
Q3 20222,551$206.0K0.2%−425−14.3%ReducedHolders
Q2 20222,976$244.0K0.2%−260−8.0%ReducedHolders
Q1 20223,236$280.0K0.2%−136−4.0%ReducedHolders
Q4 20213,372$244.0K0.2%−6−0.2%ReducedHolders
Q3 20213,378$236.0K0.2%+6+0.2%AddedHolders
Q2 20213,372$289.0K0.2%+136+4.2%AddedHolders
Q1 20213,236$263.0K0.2%––Holders

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