GREENLEAF TRUST

Position in PSX — Phillips 66

CIK 1162170 KALAMAZOO, MI

Position in PSX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,799,537

-$196,790 QoQ

Shares Held

10,645

-2.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#678

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Energy · as of Jun 30, 2026

GREENLEAF TRUST holds $6,924,191 across 5 Oil & Gas Refining & Marketing names. PSX ranks #3 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	10,158	$2,597,095
2	VLO	Valero Energy Corp/Tx	7,190	$1,872,563
3	PSX	Phillips 66 This page	10,645	$1,799,537
4	DINO	HF Sinclair Corp	6,271	$436,774
5	PBF	PBF Energy Inc.	4,794	$218,222

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,799,537	10,645	-2.9%	Shares	Sole	2026-07-21
2026-03-31	$1,996,327	10,958	+18.0%	Shares	Sole	2026-04-27
2025-12-31	$1,198,651	9,289	+1.0%	Shares	Sole	2026-01-21
2025-09-30	$1,250,703	9,195	-7.4%	Shares	Defined	2025-10-22
2025-06-30	$1,185,245	9,935	-13.4%	Shares	Sole	2025-07-17
2025-03-31	$1,417,179	11,477	+0.8%	Shares	Sole	2025-04-30
2024-12-31	$1,296,865	11,383	+0.3%	Shares	Defined	2025-01-24
2024-09-30	$1,492,351	11,353	+4.4%	Shares	Defined	2024-10-22
2024-06-30	$1,534,800	10,872	+1.0%	Shares	Defined	2024-07-22
2024-03-31	$1,757,865	10,762	+2.3%	Shares	Defined	2024-04-29
2023-12-31	$1,401,165	10,524	+6.9%	Shares	Defined	2024-01-31
2023-09-30	$1,183,357	9,849	+9.0%	Shares	Defined	2023-11-09
2023-06-30	$861,472	9,032	-2.9%	Shares	Defined	2023-08-09
2023-03-31	$942,732	9,299	+2.5%	Shares	Defined	2023-05-11
2022-12-31	$944,421	9,074	+8.8%	Shares	Defined	2023-01-25
2022-09-30	$673,285	8,341	+8.6%	Shares	Defined	2022-11-10
2022-06-30	$630,011	7,684	+9.2%	Shares	Defined	2022-08-12
2022-03-31	$607,753	7,035	-6.0%	Shares	Defined	2022-04-27
2021-12-31	$542,508	7,487	+2.2%	Shares	Defined	2022-02-11
2021-09-30	$512,899	7,324	+14.3%	Shares	Defined	2021-11-12
2021-06-30	$549,762	6,406	+7.2%	Shares	Defined	2021-08-10
2021-03-31	$487,446	5,978	+8.5%	Shares	Defined	2021-04-30
2020-12-31	$385,369	5,510	+7.6%	Shares	Defined	2021-02-08
2020-09-30	$265,368	5,119	+62.7%	Shares	Defined	2020-10-30
2020-06-30	$226,197	3,146	-29.2%	Shares	Defined	2020-08-12
2020-03-31	$238,474	4,445	—	Shares	Defined	2020-04-29
No filing history on record for this holder in this stock.