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Disclosery

Chevy Chase Trust Holdings, LLC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on PSX, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 196,117 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,117 shares
    Change vs previous 13F -4,892 shares

    0.09% of the 13F portfolio, value $33,153,579.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 201,009 shares
    Change vs previous 13F -6,016 shares

    0.11% of the 13F portfolio, value $36,619,820.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 207,025 shares
    Change vs previous 13F -2,152 shares

    0.07% of the 13F portfolio, value $26,714,506.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 209,177 shares
    Change vs previous 13F -8,740 shares

    0.08% of the 13F portfolio, value $28,452,256.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 217,917 shares
    Change vs previous 13F -1,739 shares

    0.08% of the 13F portfolio, value $25,997,498.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 219,656 shares
    Change vs previous 13F -400 shares

    0.09% of the 13F portfolio, value $27,123,123.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 220,056 shares
    Change vs previous 13F -7,384 shares

    0.08% of the 13F portfolio, value $25,070,979.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 227,440 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $29,896,988.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).