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Bath Savings Trust’s Phillips 66 PSX Stock Holding History

Bath Savings Trust’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$256K Buy
+1,001
New +$229K 0.03% 159
2025
Q1 		– Sell
-1,948
Closed -$222K – 164
2024
Q4 		$222K Hold
1,948
– – 0.02% 153
2024
Q3 		$256K Hold
1,948
– – 0.03% 153
2024
Q2 		$275K Sell
1,948
-16
-0.8% -$2.37K 0.03% 145
2024
Q1 		$321K Buy
1,964
+16
+0.8% +$2.31K 0.03% 135
2023
Q4 		$259K Hold
1,948
– – 0.03% 145
2023
Q3 		$234K Buy
+1,948
New +$219K 0.03% 144
2023
Q1 		– Sell
-1,995
Closed -$208K – 158
2022
Q4 		$208K Buy
+1,995
New +$204K 0.03% 154
2020
Q1 		– Sell
-2,756
Closed -$307K – 129
2019
Q4 		$307K Sell
2,756
-292
-10% -$32.8K 0.06% 109
2019
Q3 		$312K Buy
+3,048
New +$305K 0.06% 107
2019
Q2 		– Sell
-2,211
Closed -$211K – 134
2019
Q1 		$211K Buy
+2,211
New +$210K 0.04% 122

Other funds holding PSX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Bath Savings Trust's PSX Position: Q3 2026 in Review

Bath Savings Trust opened a new position in Phillips 66 (PSX) in Q3 2026: 1,001 shares worth $256K. The stake represents 0.03% of the portfolio and ranks #159 among its holdings. This is a return to the name: Bath Savings Trust previously reported a position in PSX as recently as Q4 2024.

Bath Savings Trust first reported a position in PSX in Q1 2019 and has held it in 11 quarters since. The position peaked at $321K in Q1 2024. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Bath Savings Trust held 1,001 shares of Phillips 66 worth $256K as of Q3 2026.
  • Phillips 66 was a new Bath Savings Trust position in Q3 2026.
  • Phillips 66 made up 0.03% of Bath Savings Trust's portfolio in Q3 2026, its #159 holding.
  • Bath Savings Trust first reported a position in Phillips 66 in Q1 2019 and has held it in 11 quarters since.
  • Bath Savings Trust's Phillips 66 position peaked at $321K in Q1 2024.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Bath Savings Trust's 13F filing for Q3 2026, filed 7 Oct 2026.