First National Bank & Trust Co of Newtown’s Phillips 66 PSX Stock Holding History

First National Bank & Trust Co of Newtown’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	$985K	Sell	4,651 -286	-6%	-$49.2K	0.2%	70
2026 Q1	$899K	Sell	4,937 -741	-13%	-$116K	0.19%	65
2025 Q4	$733K	Hold	5,678	–	–	0.13%	80
2025 Q3	$772K	Hold	5,678	–	–	0.15%	75
2025 Q2	$677K	Sell	5,678 -90	-2%	-$10.1K	0.14%	81
2025 Q1	$712K	Sell	5,768 -54	-0.9%	-$6.66K	0.15%	74
2024 Q4	$663K	Sell	5,822 -34	-0.6%	-$4.33K	0.14%	75
2024 Q3	$770K	Sell	5,856 -25	-0.4%	-$3.38K	0.15%	71
2024 Q2	$830K	Sell	5,881 -500	-8%	-$74K	0.17%	68
2024 Q1	$1.04M	Sell	6,381 -298	-4%	-$42.9K	0.21%	59
2023 Q4	$889K	Sell	6,679 -207	-3%	-$24.7K	0.19%	62
2023 Q3	$827K	Sell	6,886 -1,640	-19%	-$184K	0.19%	63
2023 Q2	$813K	Hold	8,526	–	–	0.17%	65
2023 Q1	$864K	Sell	8,526 -262	-3%	-$26.6K	0.19%	63
2022 Q4	$915K	Hold	8,788	–	–	0.21%	61
2022 Q3	$709K	Hold	8,788	–	–	0.17%	66
2022 Q2	$721K	Hold	8,788	–	–	0.16%	68
2022 Q1	$759K	Sell	8,788 -502	-5%	-$42.2K	0.15%	75
2021 Q4	$673K	Sell	9,290 -362	-4%	-$27.4K	0.13%	76
2021 Q3	$676K	Buy	9,652 +114	+1%	+$8.25K	0.14%	73
2021 Q2	$818K	Sell	9,538 -36	-0.4%	-$3.04K	0.17%	67
2021 Q1	$781K	Sell	9,574 -968	-9%	-$76K	0.17%	66
2020 Q4	$738K	Sell	10,542 -122	-1%	-$7.16K	0.16%	66
2020 Q3	$553K	Sell	10,664 -365	-3%	-$22.3K	0.13%	78
2020 Q2	$793K	Sell	11,029 -74	-0.7%	-$5.24K	0.2%	60
2020 Q1	$596K	Sell	11,103 -155	-1%	-$12.6K	0.17%	64
2019 Q4	$1.25M	Sell	11,258 -53	-0.5%	-$5.95K	0.31%	54
2019 Q3	$1.16M	Sell	11,311 -68	-0.6%	-$6.82K	0.31%	53
2019 Q2	$1.06M	Sell	11,379 -200	-2%	-$17.9K	0.29%	57
2019 Q1	$1.1M	Hold	11,579	–	–	0.3%	56
2018 Q4	$997K	Sell	11,579 -72	-0.6%	-$7.04K	0.3%	57
2018 Q3	$1.31M	Sell	11,651 -583	-5%	-$67.4K	0.35%	50
2018 Q2	$1.37M	Sell	12,234 -165	-1%	-$18.5K	0.38%	44
2018 Q1	$1.19M	Hold	12,399	–	–	0.33%	54
2017 Q4	$1.25M	Hold	12,399	–	–	0.34%	49
2017 Q3	$1.14M	Sell	12,399 -50	-0.4%	-$4.24K	0.32%	52
2017 Q2	$1.03M	Hold	12,449	–	–	0.3%	53
2017 Q1	$986K	Sell	12,449 -150	-1%	-$12.1K	0.29%	53
2016 Q4	$1.09M	Sell	12,599 -50	-0.4%	-$4.16K	0.33%	47
2016 Q3	$1.02M	Sell	12,649 -50	-0.4%	-$3.89K	0.31%	49
2016 Q2	$1.02M	Hold	12,699	–	–	0.32%	48
2016 Q1	$1.1M	Sell	12,699 -50	-0.4%	-$4.06K	0.35%	46
2015 Q4	$1.04M	Sell	12,749 -100	-0.8%	-$8.63K	0.34%	47
2015 Q3	$988K	Hold	12,849	–	–	0.34%	49
2015 Q2	$1.03M	Sell	12,849 -677	-5%	-$53.8K	0.34%	49
2015 Q1	$1.06M	Hold	13,526	–	–	0.33%	47
2014 Q4	$970K	Sell	13,526 -50	-0.4%	-$3.69K	0.31%	50
2014 Q3	$1.1M	Sell	13,576 -50	-0.4%	-$4.16K	0.37%	44
2014 Q2	$1.1M	Buy	13,626 +18	+0.1%	+$1.48K	0.37%	44
2014 Q1	$1.05M	Sell	13,608 -911	-6%	-$69.4K	0.36%	43
2013 Q4	$1.12M	Hold	14,519	–	–	0.4%	42
2013 Q3	$840K	Sell	14,519 -168	-1%	-$9.74K	0.31%	47
2013 Q2	$865K	Buy	+14,687	New	+$923K	0.33%	46

Other funds holding PSX

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

First National Bank & Trust Co of Newtown's PSX Position: Q2 2026 in Review

First National Bank & Trust Co of Newtown reduced its Phillips 66 (PSX) stake by 5.8% in Q2 2026, selling an estimated $49.2K and leaving 4,651 shares worth $985K. The position accounts for 0.2% of the portfolio, ranked #70.

First National Bank & Trust Co of Newtown first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.37M in Q2 2018. 1,393 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

First National Bank & Trust Co of Newtown held 4,651 shares of Phillips 66 worth $985K as of Q2 2026.
First National Bank & Trust Co of Newtown sold 286 Phillips 66 shares in Q2 2026, an estimated $49.2K.
Phillips 66 made up 0.2% of First National Bank & Trust Co of Newtown's portfolio in Q2 2026, its #70 holding.
First National Bank & Trust Co of Newtown first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
First National Bank & Trust Co of Newtown's Phillips 66 position peaked at $1.37M in Q2 2018.
1,393 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on First National Bank & Trust Co of Newtown's 13F filing for Q2 2026, filed 6 Aug 2026.