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Colonial Trust Co

SEC CIK
0001954093
Latest filing
Aug 11, 2026

PSX holding history

Phillips 66 in every 13F filed by Colonial 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)
26,644
Value
$4.50M
% of portfolio
0.6%
Quarters held
16
Since Q3 2022
Holdings of PSX by Colonial Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,644$4.50M0.6%−883−3.2%ReducedHolders
Q1 202627,527$5.01M0.7%−267−1.0%ReducedHolders
Q4 202527,794$3.59M0.5%−3,004−9.8%ReducedHolders
Q3 202530,798$4.19M0.6%−1,762−5.4%ReducedHolders
Q2 202532,560$3.88M0.6%−5,540−14.5%ReducedHolders
Q1 202538,100$4.70M0.7%+168+0.4%AddedHolders
Q4 202437,932$4.32M0.6%+345+0.9%AddedHolders
Q3 202437,587$4.94M0.8%−100.0%ReducedHolders
Q2 202437,597$5.31M0.9%+1,516+4.2%AddedHolders
Q1 202436,081$5.89M1.1%−216−0.6%ReducedHolders
Q4 202336,297$4.83M1.0%+2,823+8.4%AddedHolders
Q3 202333,474$4.02M1.0%+330+1.0%AddedHolders
Q2 202333,144$3.16M0.8%+173+0.5%AddedHolders
Q1 202332,971$3.34M0.8%−350−1.1%ReducedHolders
Q4 202233,321$3.47M0.9%+3,505+11.8%AddedHolders
Q3 202229,816$2.41M0.8%–No prior filingHolders