AMG National Trust Bank

Bank

Position in PSX — Phillips 66

CIK 1388829 GREENWOOD VILLAGE, CO

Position in PSX

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

Position Value

$1,208,368

+$100,350 QoQ

Shares Held

7,148

+17.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#814

of 2,097 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

AMG National Trust Bank holds $5,801,411 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	15,584	$3,984,361
2	PSX	Phillips 66 This page	7,148	$1,208,368
3	VLO	Valero Energy Corp/Tx	1,550	$403,682
4	CLNE	Clean Energy Fuels Corp.	100,000	$205,000

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,208,368	7,148	+17.5%	Shares	Other	2026-08-07
2026-03-31	$1,108,018	6,082	+29.9%	Shares	Sole	2026-05-04
2025-12-31	$604,165	4,682	0.0%	Shares	Sole	2026-01-30
2025-09-30	$636,845	4,682	0.0%	Shares	Sole	2025-11-10
2025-06-30	$558,562	4,682	-31.4%	Shares	Sole	2025-08-04
2025-03-31	$842,751	6,825	+1.0%	Shares	Sole	2025-05-05
2024-12-31	$770,052	6,759	-2.2%	Shares	Sole	2025-02-07
2024-09-30	$908,845	6,914	-8.5%	Shares	Sole	2024-11-07
2024-06-30	$1,066,539	7,555	+7.7%	Shares	Sole	2024-07-25
2024-03-31	$1,145,830	7,015	+1.2%	Shares	Sole	2024-05-06
2023-12-31	$922,793	6,931	-6.8%	Shares	Sole	2024-02-08
2023-09-30	$893,074	7,433	+4.5%	Shares	Sole	2023-11-08
2023-06-30	$678,247	7,111	-32.9%	Shares	Sole	2023-08-03
2023-03-31	$1,074,526	10,599	+16.8%	Shares	Sole	2023-05-10
2022-12-31	$944,526	9,075	+0.3%	Shares	Sole	2023-02-08
2022-09-30	$730,112	9,045	+19.4%	Shares	Sole	2022-11-04
2022-06-30	$621,156	7,576	0.0%	Shares	Sole	2022-08-05
2022-03-31	$654,490	7,576	0.0%	Shares	Sole	2022-05-10
2021-12-31	$548,956	7,576	+2.3%	Shares	Sole	2022-02-04
2021-09-30	$518,502	7,404	-23.2%	Shares	Sole	2021-10-28
2021-06-30	$826,961	9,636	+0.4%	Shares	Sole	2021-08-03
2021-03-31	$782,376	9,595	-0.8%	Shares	Sole	2021-05-11
2020-12-31	$676,319	9,670	-1.3%	Shares	Sole	2021-02-10
2020-09-30	$507,772	9,795	-2.8%	Shares	Sole	2020-10-22
2020-06-30	$724,536	10,077	+12.3%	Shares	Sole	2020-08-13
2020-03-31	$481,294	8,971	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.