Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$231,766
-$11,990 QoQ
Shares Held
1,371
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,632
of 2,097 holders
Holding Since
Mar 2026
2 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, 2026Heartland Bank & Trust Co holds $1,139,650 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
3,551 | $907,884 | |
| 2 | PSX |
Phillips 66
This page
|
1,371 | $231,766 |
All Filings in PSX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,766 | 1,371 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $243,756 | 1,338 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||