Simmons Bank

Bank

Position in PSX — Phillips 66

CIK 1674486 Pine Bluff, AR

Position in PSX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$12,438,190

-$1,267,575 QoQ

Shares Held

73,577

-2.2% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#261

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Simmons Bank holds $15,370,044 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (80.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	73,577	$12,438,190
2	VLO	Valero Energy Corp/Tx	5,968	$1,554,305
3	MPC	Marathon Petroleum Corp	5,388	$1,377,549

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,438,190	73,577	-2.2%	Shares	Sole	2026-07-31
2026-03-31	$13,705,765	75,232	+1.2%	Shares	Sole	2026-04-23
2025-12-31	$9,590,123	74,319	+1.6%	Shares	Sole	2026-02-05
2025-09-30	$9,948,910	73,143	-0.6%	Shares	Sole	2025-11-04
2025-06-30	$8,780,240	73,598	-1.0%	Shares	Sole	2025-08-06
2025-03-31	$9,176,909	74,319	-2.0%	Shares	Sole	2025-04-29
2024-12-31	$8,636,804	75,808	+3.3%	Shares	Sole	2025-02-05
2024-09-30	$9,646,062	73,382	+0.5%	Shares	Sole	2024-11-05
2024-06-30	$10,312,890	73,053	-0.7%	Shares	Sole	2024-07-26
2024-03-31	$12,018,883	73,582	+4.9%	Shares	Sole	2024-05-14
2023-12-31	$9,339,370	70,147	+3.4%	Shares	Sole	2024-02-06
2023-09-30	$8,149,774	67,830	+4.9%	Shares	Sole	2023-10-26
2023-06-30	$6,168,032	64,668	+6.2%	Shares	Sole	2023-08-03
2023-03-31	$6,171,202	60,872	+14.4%	Shares	Sole	2023-04-28
2022-12-31	$5,536,222	53,192	-0.4%	Shares	Sole	2023-02-08
2022-09-30	$4,311,335	53,411	+1.6%	Shares	Sole	2022-10-27
2022-06-30	$4,312,181	52,594	+12.7%	Shares	Sole	2022-07-29
2022-03-31	$4,032,769	46,681	+0.4%	Shares	Sole	2022-04-21
2021-12-31	$3,369,171	46,497	-5.5%	Shares	Sole	2022-01-28
2021-09-30	$3,445,684	49,203	-1.8%	Shares	Sole	2021-10-26
2021-06-30	$4,299,666	50,101	-2.1%	Shares	Sole	2021-08-05
2021-03-31	$4,174,276	51,193	-0.7%	Shares	Sole	2021-05-06
2020-12-31	$3,604,846	51,542	+10.5%	Shares	Sole	2021-02-08
2020-09-30	$2,417,453	46,633	-1.2%	Shares	Sole	2020-11-13
2020-06-30	$3,391,954	47,176	+8.1%	Shares	Sole	2020-08-14
2020-03-31	$2,342,090	43,655	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.