Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,709,156
-$575,507 QoQ
Shares Held
33,772
-2.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#403
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Community Bank & Trust, Waco, Texas holds $20,625,596 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
57,274 | $14,916,440 | |
| 2 | PSX |
Phillips 66
This page
|
33,772 | $5,709,156 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,709,156 | 33,772 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,284,663 | 34,497 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,366,971 | 33,842 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,660,181 | 34,261 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,051,070 | 33,957 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,144,359 | 33,563 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,819,275 | 33,523 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,354,675 | 33,128 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,590,424 | 32,517 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,254,974 | 32,172 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,079,809 | 30,643 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,405 | 17,411 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,942,890 | 20,370 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,904,727 | 18,788 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,889,156 | 18,151 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,405,415 | 17,411 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,392,354 | 16,982 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,488,326 | 17,228 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,158,345 | 15,986 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,212,849 | 17,319 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,453,619 | 16,938 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,329,020 | 16,299 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,017,487 | 14,548 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $708,186 | 13,661 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $921,758 | 12,820 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $690,475 | 12,870 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||