MOODY NATIONAL BANK TRUST DIVISION

Bank

Position in PSX — Phillips 66

CIK 1092903 GALVESTON, TX

Position in PSX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$601,986

-$38,558 QoQ

Shares Held

3,561

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,089

of 2,093 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Energy · as of Jun 30, 2026

MOODY NATIONAL BANK TRUST DIVISION holds $5,290,231 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	10,906	$2,788,336
2	VLO	Valero Energy Corp/Tx	7,295	$1,899,909
3	PSX	Phillips 66 This page	3,561	$601,986

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$601,986	3,561	+1.3%	Shares	Defined	2026-07-07
2026-03-31	$640,544	3,516	+2.3%	Shares	Defined	2026-04-09
2025-12-31	$443,380	3,436	+0.9%	Shares	Defined	2026-01-12
2025-09-30	$463,419	3,407	-1.3%	Shares	Defined	2025-10-06
2025-06-30	$411,703	3,451	-8.6%	Shares	Defined	2025-07-10
2025-03-31	$466,136	3,775	+23.2%	Shares	Defined	2025-04-04
2024-12-31	$349,195	3,065	-0.0%	Shares	Defined	2025-01-13
2024-09-30	$403,025	3,066	+60.0%	Shares	Defined	2024-10-03
2024-06-30	$270,481	1,916	-0.6%	Shares	Defined	2024-07-03
2024-03-31	$314,919	1,928	0.0%	Shares	Defined	2024-04-04
2023-12-31	$256,693	1,928	-80.0%	Shares	Defined	2024-01-11
2023-09-30	$1,156,443	9,625	-1.4%	Shares	Defined	2023-10-12
2023-06-30	$931,480	9,766	+1.6%	Shares	Defined	2023-07-07
2023-03-31	$974,362	9,611	+0.7%	Shares	Defined	2023-04-19
2022-12-31	$993,234	9,543	+1.3%	Shares	Defined	2023-01-11
2022-09-30	$760,382	9,420	+84.4%	Shares	Defined	2022-10-05
2022-06-30	$418,804	5,108	-43.4%	Shares	Defined	2022-07-07
2021-09-30	$632,370	9,030	+0.1%	Shares	Defined	2021-10-07
2021-06-30	$773,923	9,018	0.0%	Shares	Defined	2021-08-05
2021-03-31	$735,327	9,018	-2.8%	Shares	Defined	2021-04-14
2020-12-31	$648,762	9,276	+9.8%	Shares	Defined	2021-03-04
2020-09-30	$437,944	8,448	-1.4%	Shares	Defined	2020-10-08
2020-06-30	$616,111	8,569	—	Shares	Defined	2020-07-10
No filing history on record for this holder in this stock.