MOTCO

Position in PSX — Phillips 66

CIK 1306333 SAN ANTONIO, TX

Position in PSX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$174,797

+$6,099 QoQ

Shares Held

1,034

+11.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,747

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

MOTCO holds $726,557 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	1,287	$335,186
2	MPC	Marathon Petroleum Corp	846	$216,296
3	PSX	Phillips 66 This page	1,034	$174,797
4	DINO	HF Sinclair Corp	4	$278

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$174,797	1,034	+11.7%	Shares	Sole	2026-07-31
2026-03-31	$168,698	926	-1.3%	Shares	Sole	2026-04-22
2025-12-31	$121,039	938	0.0%	Shares	Sole	2026-02-06
2025-09-30	$127,586	938	0.0%	Shares	Sole	2025-10-22
2025-06-30	$111,902	938	+25.2%	Shares	Sole	2025-08-01
2025-03-31	$92,485	749	+3.2%	Shares	Sole	2025-05-07
2024-12-31	$82,713	726	0.0%	Shares	Sole	2025-02-05
2024-09-30	$95,432	726	0.0%	Shares	Sole	2024-11-05
2024-06-30	$102,489	726	0.0%	Shares	Sole	2024-08-07
2024-03-31	$118,584	726	-12.9%	Shares	Sole	2024-05-09
2023-12-31	$111,038	834	0.0%	Shares	Sole	2024-02-09
2023-09-30	$100,205	834	-2.2%	Shares	Sole	2023-11-07
2023-06-30	$81,359	853	-5.3%	Shares	Sole	2023-08-04
2023-03-31	$91,343	901	-35.7%	Shares	Sole	2023-05-09
2022-12-31	$145,816	1,401	-2.3%	Shares	Sole	2023-02-10
2022-09-30	$115,752	1,434	-15.1%	Shares	Sole	2022-11-03
2022-06-30	$138,481	1,689	0.0%	Shares	Sole	2022-08-05
2022-03-31	$145,912	1,689	-30.8%	Shares	Sole	2022-05-06
2021-12-31	$176,874	2,441	-96.0%	Shares	Sole	2022-02-08
2021-09-30	$4,235,343	60,479	-28.1%	Shares	Sole	2021-10-29
2021-06-30	$7,220,808	84,139	-0.2%	Shares	Sole	2021-08-04
2021-03-31	$6,872,924	84,289	-0.9%	Shares	Sole	2021-04-16
2020-12-31	$5,946,298	85,020	-0.9%	Shares	Sole	2021-02-05
2020-09-30	$4,449,219	85,826	+7124.4%	Shares	Sole	2020-11-10
2020-06-30	$85,417	1,188	-2.4%	Shares	Sole	2020-07-15
2020-03-31	$65,292	1,217	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.