First National Bank of Mount Dora, Trust Investment Services

Bank

Position in PSX — Phillips 66

CIK 1423045 Mount Dora, FL

Back to PSX Full portfolio

Position in PSX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,100,852

-$98,438 QoQ

Shares Held

6,512

-1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#844

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

First National Bank of Mount Dora, Trust Investment Services holds $6,328,031 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	17,743	$4,620,986
2	PSX	Phillips 66 This page	6,512	$1,100,852
3	MPC	Marathon Petroleum Corp	2,371	$606,193

All Filings in PSX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,100,852	6,512	-1.1%	Shares	Sole	2026-07-08
2026-03-31	$1,199,290	6,583	-16.6%	Shares	Sole	2026-06-08
2025-12-31	$1,018,512	7,893	-2.2%	Shares	Sole	2026-06-08
2025-09-30	$1,097,409	8,068	-3.7%	Shares	Sole	2026-06-08
2025-06-30	$999,733	8,380	-2.8%	Shares	Sole	2025-07-29
2025-03-31	$1,064,026	8,617	-19.9%	Shares	Sole	2025-04-15
2024-12-31	$1,225,544	10,757	-2.3%	Shares	Sole	2025-01-15
2024-09-30	$1,446,738	11,006	-6.4%	Shares	Sole	2024-10-30
2024-06-30	$1,660,300	11,761	-5.8%	Shares	Sole	2024-07-11
2024-03-31	$2,040,279	12,491	-12.4%	Shares	Sole	2024-04-10
2023-12-31	$1,898,043	14,256	-14.1%	Shares	Sole	2024-01-05
2023-09-30	$1,994,609	16,601	-8.9%	Shares	Sole	2023-10-10
2023-06-30	$1,738,967	18,232	-22.0%	Shares	Sole	2023-07-07
2023-03-31	$2,370,871	23,386	-41.5%	Shares	Sole	2023-04-12
2022-12-31	$4,160,388	39,973	-3.3%	Shares	Sole	2023-01-05
2022-09-30	$3,336,157	41,330	-0.0%	Shares	Sole	2022-10-06
2022-06-30	$3,389,794	41,344	-1.1%	Shares	Sole	2022-07-13
2022-03-31	$3,611,447	41,804	-2.4%	Shares	Sole	2022-04-06
2021-12-31	$3,103,968	42,837	+0.1%	Shares	Sole	2022-01-10
2021-09-30	$2,997,983	42,810	-0.0%	Shares	Sole	2021-10-06
2021-06-30	$3,675,755	42,831	-2.9%	Shares	Sole	2021-07-02
2021-03-31	$3,596,321	44,105	-18.7%	Shares	Sole	2021-04-05
2020-12-31	$3,793,195	54,235	-0.5%	Shares	Sole	2021-01-06
2020-09-30	$2,824,605	54,487	+1.8%	Shares	Sole	2020-10-08
2020-06-30	$3,846,793	53,502	-11.5%	Shares	Sole	2020-07-08
2020-03-31	$3,241,693	60,423	—	Shares	Sole	2020-04-03
No filing history on record for this holder in this stock.