Caldwell Trust Co's ownership history for PSX

Caldwell Trust Co currently holds 17.4K shares with a market value of $2.2M. It started holding PSX on 2019-12-31. At its peak, it held 17.4K shares on 2025-12-31. Its highest holding value was $2.2M on 2025-12-31. At its lowest, it held 6.0K shares on 2023-06-30, with a value of $512.5K on 2020-09-30. In the recent 180 days, Caldwell Trust Co has increased its shares by 2.8K. In the recent year, Caldwell Trust Co has increased its shares by 3.2K.