CHICAGO TRUST Co NA

Bank

Position in PSX — Phillips 66

CIK 1601539 GRAYSLAKE, IL

Position in PSX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$875,678

-$465,348 QoQ

Shares Held

5,180

-29.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#933

of 2,093 holders

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 96% Shared 4% None 0%

Energy · as of Jun 30, 2026

CHICAGO TRUST Co NA holds $1,373,722 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (63.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	5,180	$875,678
2	MPC	Marathon Petroleum Corp	1,948	$498,044

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$875,678	5,180	-29.6%	Shares	Sole	2026-07-16
2026-03-31	$1,341,026	7,361	+4.0%	Shares	Sole	2026-04-24
2025-12-31	$913,216	7,077	+5.7%	Shares	Sole	2026-02-17
2025-09-30	$910,925	6,697	+58.7%	Shares	Sole	2025-10-10
2025-06-30	$503,445	4,220	+10.8%	Shares	Sole	2025-07-14
2025-03-31	$470,211	3,808	+47.4%	Shares	Other	2025-04-14
2024-12-31	$294,280	2,583	-19.9%	Shares	Sole	2025-01-13
2024-09-30	$423,794	3,224	-0.9%	Shares	Sole	2024-10-10
2024-06-30	$459,084	3,252	+7.5%	Shares	Sole	2024-07-11
2024-03-31	$494,266	3,026	+0.3%	Shares	Sole	2024-04-12
2023-12-31	$401,816	3,018	-11.8%	Shares	Sole	2024-01-16
2023-09-30	$411,272	3,423	+0.3%	Shares	Sole	2023-10-27
2023-06-30	$325,531	3,413	-7.7%	Shares	Sole	2023-07-19
2023-03-31	$374,801	3,697	-14.7%	Shares	Sole	2023-04-11
2022-12-31	$451,082	4,334	+16.3%	Shares	Sole	2023-01-12
2022-09-30	$300,923	3,728	+14.6%	Shares	Sole	2022-10-13
2022-06-30	$266,713	3,253	-2.9%	Shares	Sole	2022-08-03
2022-03-31	$289,492	3,351	+37.6%	Shares	Sole	2022-04-12
2021-06-30	$209,057	2,436	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.