Position in PSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$178,178
-$13,839 QoQ
Shares Held
1,054
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,748
of 2,093 holders
Holding Since
Dec 2023
11 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, 2026Security National Bank holds $563,889 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
1,481 | $385,711 | |
| 2 | PSX |
Phillips 66
This page
|
1,054 | $178,178 |
All Filings in PSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,178 | 1,054 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $192,017 | 1,054 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $136,008 | 1,054 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $143,365 | 1,054 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $125,742 | 1,054 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $130,147 | 1,054 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $120,082 | 1,054 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $167,993 | 1,278 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $180,415 | 1,278 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $208,748 | 1,278 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $170,152 | 1,278 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||