FIRST CITIZENS BANK & TRUST CO

Bank

Position in PSX — Phillips 66

CIK 1092203 RALEIGH, NC

Position in PSX

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,240,488

-$62,098 QoQ

Shares Held

7,338

+2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#809

of 2,097 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

FIRST CITIZENS BANK & TRUST CO holds $6,595,689 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	12,255	$3,133,235
2	VLO	Valero Energy Corp/Tx	7,495	$1,951,997
3	PSX	Phillips 66 This page	7,338	$1,240,488
4	PARR	Par Pacific Holdings, Inc.	4,814	$269,969

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,240,488	7,338	+2.6%	Shares	Sole	2026-07-13
2026-03-31	$1,302,586	7,150	-3.9%	Shares	Sole	2026-05-13
2025-12-31	$959,799	7,438	+102.4%	Shares	Sole	2026-02-18
2025-09-30	$499,736	3,674	+2.0%	Shares	Sole	2025-10-31
2025-06-30	$429,717	3,602	-1.2%	Shares	Sole	2025-07-30
2025-03-31	$449,960	3,644	+0.9%	Shares	Sole	2025-04-14
2024-12-31	$411,628	3,613	+16.9%	Shares	Sole	2025-01-21
2024-09-30	$406,311	3,091	+2.4%	Shares	Sole	2024-10-17
2024-06-30	$426,333	3,020	+15.3%	Shares	Sole	2024-07-19
2024-03-31	$427,950	2,620	+17.8%	Shares	Sole	2024-04-15
2023-12-31	$296,236	2,225	+1.4%	Shares	Sole	2024-01-22
2023-09-30	$263,608	2,194	+2.0%	Shares	Sole	2023-10-30
2023-03-31	$218,169	2,152	-17.0%	Shares	Sole	2023-05-11
2022-12-31	$269,775	2,592	-11.3%	Shares	Sole	2023-01-24
2022-06-30	$239,492	2,921	+2.4%	Shares	Sole	2022-07-26
2022-03-31	$246,470	2,853	-1.0%	Shares	Sole	2022-04-26
2021-12-31	$208,901	2,883	-34.4%	Shares	Sole	2022-03-11
2021-09-30	$307,921	4,397	+18.0%	Shares	Sole	2021-10-15
2021-06-30	$319,764	3,726	+9.3%	Shares	Sole	2021-07-14
2021-03-31	$277,969	3,409	-13.9%	Shares	Sole	2021-04-14
2020-06-30	$284,651	3,959	-86.9%	Shares	Sole	2020-07-15
2020-03-31	$1,615,454	30,111	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.