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Cornerstone National Bank & Trust’s Phillips 66 PSX Stock Holding History

Cornerstone National Bank & 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
Q2 		$43.6K Hold
250
– – 0.01% 130
2026
Q1 		$43.9K Hold
250
– – 0.02% 123
2025
Q4 		$32.3K Hold
250
– – 0.01% 119
2025
Q3 		$34K Hold
250
– – 0.01% 113
2025
Q2 		$29.8K Hold
250
– – 0.01% 117
2025
Q1 		$30.9K Hold
250
– – 0.01% 109
2024
Q4 		$28.5K Hold
250
– – 0.01% 109
2024
Q3 		$32.9K Buy
+250
New +$33.8K 0.01% 101

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cornerstone National Bank & Trust's PSX Position: Q2 2026 in Review

Cornerstone National Bank & Trust held its Phillips 66 (PSX) position steady in Q2 2026 at 250 shares worth $43.6K. The position accounts for 0.01% of the portfolio, ranked #130.

Cornerstone National Bank & Trust first reported a position in PSX in Q3 2024 and has held it in 8 quarters since. The position peaked at $43.9K in Q1 2026. 1,311 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Cornerstone National Bank & Trust held 250 shares of Phillips 66 worth $43.6K as of Q2 2026.
  • Cornerstone National Bank & Trust left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.01% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #130 holding.
  • Cornerstone National Bank & Trust first reported a position in Phillips 66 in Q3 2024 and has held it in 8 quarters since.
  • Cornerstone National Bank & Trust's Phillips 66 position peaked at $43.9K in Q1 2026.
  • 1,311 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.