OAKWORTH CAPITAL, INC.

Position in PSX — Phillips 66

CIK 1588871 BIRMINGHAM, AL

Position in PSX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$454,743

-$35,319 QoQ

Shares Held

2,690

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,231

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 7% None 0%

Energy · as of Jun 30, 2026

OAKWORTH CAPITAL, INC. holds $3,629,571 across 4 Oil & Gas Refining & Marketing names. PSX ranks #4 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	6,626	$1,694,068
2	DINO	HF Sinclair Corp	14,305	$996,343
3	VLO	Valero Energy Corp/Tx	1,860	$484,417
4	PSX	Phillips 66 This page	2,690	$454,743

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$454,743	2,690	0.0%	Shares	Sole	2026-07-22
2026-03-31	$490,062	2,690	+84.1%	Shares	Sole	2026-04-24
2025-12-31	$188,526	1,461	-22.3%	Shares	Sole	2026-01-30
2025-09-30	$255,852	1,881	0.0%	Shares	Sole	2025-11-04
2025-06-30	$224,402	1,881	0.0%	Shares	Sole	2025-07-17
2025-03-31	$232,265	1,881	+13.7%	Shares	Sole	2025-04-24
2024-12-31	$188,439	1,654	-0.4%	Shares	Sole	2025-01-27
2024-09-30	$218,206	1,660	+36.5%	Shares	Sole	2024-10-21
2024-06-30	$171,661	1,216	+52.8%	Shares	Sole	2024-07-19
2024-03-31	$130,018	796	0.0%	Shares	Sole	2024-04-22
2023-12-31	$105,978	796	-0.1%	Shares	Sole	2024-01-31
2023-09-30	$95,759	797	-1.2%	Shares	Sole	2023-10-31
2023-06-30	$76,971	807	+89.4%	Shares	Sole	2023-07-28
2023-03-31	$43,187	426	0.0%	Shares	Sole	2023-05-02
2022-12-31	$44,338	426	0.0%	Shares	Sole	2023-02-03
2022-09-30	$34,386	426	0.0%	Shares	Sole	2022-10-31
2022-06-30	$34,927	426	0.0%	Shares	Sole	2022-08-05
2022-03-31	$36,801	426	-41.3%	Shares	Sole	2022-04-11
2021-12-31	$52,605	726	+70.4%	Shares	Sole	2022-02-07
2021-09-30	$29,832	426	-9.6%	Shares	Sole	2021-11-10
2021-06-30	$40,420	471	-1.3%	Shares	Sole	2021-07-20
2021-03-31	$38,894	477	-6.5%	Shares	Sole	2021-04-30
2020-12-31	$35,668	510	-41.0%	Shares	Sole	2021-02-12
2020-09-30	$44,789	864	+15.7%	Shares	Sole	2020-11-09
2020-06-30	$53,708	747	+15.5%	Shares	Sole	2020-08-11
2020-03-31	$34,710	647	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.