Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$105,656
-$8,206 QoQ
Shares Held
625
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,804
of 2,093 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026SOUTHERN MICHIGAN BANK & TRUST holds $243,428 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
529 | $137,772 | |
| 2 | PSX |
Phillips 66
This page
|
625 | $105,656 |
All Filings in PSX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,656 | 625 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $113,862 | 625 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||