Citizens National Bank Trust Department’s Phillips 66 PSX Stock Holding History

Citizens National Bank Trust Department’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 Q2	$4.31M	Sell	25,521 -350	-1%	-$60.2K	0.63%	40
2026 Q1	$4.71M	Sell	25,871 -186	-0.7%	-$29.1K	0.78%	33
2025 Q4	$3.36M	Sell	26,057 -130	-0.5%	-$17.5K	0.58%	45
2025 Q3	$3.56M	Sell	26,187 -80	-0.3%	-$10.2K	0.64%	43
2025 Q2	$3.13M	Sell	26,267 -220	-0.8%	-$24.6K	0.63%	41
2025 Q1	$3.27M	Sell	26,487 -747	-3%	-$92.1K	0.7%	37
2024 Q4	$3.1M	Sell	27,234 -350	-1%	-$44.5K	0.66%	39
2024 Q3	$3.63M	Sell	27,584 -460	-2%	-$62.1K	0.76%	35
2024 Q2	$3.96M	Sell	28,044 -355	-1%	-$52.5K	0.88%	35
2024 Q1	$4.64M	Sell	28,399 -420	-1%	-$60.5K	1.08%	29
2023 Q4	$3.84M	Sell	28,819 -1,175	-4%	-$140K	0.97%	33
2023 Q3	$3.6M	Sell	29,994 -491	-2%	-$55.1K	0.99%	31
2023 Q2	$2.91M	Sell	30,485 -2,854	-9%	-$277K	0.77%	38
2023 Q1	$3.38M	Sell	33,339 -100	-0.3%	-$10.2K	0.94%	33
2022 Q4	$3.48M	Buy	33,439 +30	+0.1%	+$3.07K	0.98%	31
2022 Q3	$2.7M	Buy	33,409 +5,510	+20%	+$470K	0.83%	38
2022 Q2	$2.29M	Buy	27,899 +15,925	+133%	+$1.47M	0.66%	54
2022 Q1	$1.04M	Buy	11,974 +2,678	+29%	+$225K	0.42%	73
2021 Q4	$674K	Sell	9,296 -12,715	-58%	-$961K	0.26%	92
2021 Q3	$1.54M	Sell	22,011 -50	-0.2%	-$3.62K	0.44%	73
2021 Q2	$1.89M	Sell	22,061 -1,335	-6%	-$113K	0.54%	63
2021 Q1	$1.91M	Sell	23,396 -942	-4%	-$73.9K	0.58%	62
2020 Q4	$1.7M	Buy	24,338 +1,095	+5%	+$64.3K	0.56%	62
2020 Q3	$1.21M	Buy	23,243 +3,070	+15%	+$187K	0.47%	63
2020 Q2	$1.45M	Sell	20,173 -300	-1%	-$21.2K	0.62%	58
2020 Q1	$1.1M	Buy	+20,473	New	+$1.67M	0.59%	55

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citizens National Bank Trust Department's PSX Position: Q2 2026 in Review

Citizens National Bank Trust Department reduced its Phillips 66 (PSX) stake by 1.4% in Q2 2026, selling an estimated $60.2K and leaving 25,521 shares worth $4.31M. The position accounts for 0.63% of the portfolio, ranked #40.

Citizens National Bank Trust Department first reported a position in PSX in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.71M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Citizens National Bank Trust Department held 25,521 shares of Phillips 66 worth $4.31M as of Q2 2026.
Citizens National Bank Trust Department sold 350 Phillips 66 shares in Q2 2026, an estimated $60.2K.
Phillips 66 made up 0.63% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #40 holding.
Citizens National Bank Trust Department first reported a position in Phillips 66 in Q1 2020 and has held it in 26 quarters since.
Citizens National Bank Trust Department's Phillips 66 position peaked at $4.71M in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.