City State Bank

Bank

Position in PSX — Phillips 66

CIK 1910666 NORWALK, IA

Position in PSX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$94,837

-$7,365 QoQ

Shares Held

561

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,815

of 2,093 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

City State Bank holds $797,634 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	1,574	$409,932
2	MPC	Marathon Petroleum Corp	1,091	$278,935
3	PSX	Phillips 66 This page	561	$94,837
4	DINO	HF Sinclair Corp	200	$13,930

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$94,837	561	0.0%	Shares	Sole	2026-07-14
2026-03-31	$102,202	561	-39.6%	Shares	Sole	2026-04-20
2025-12-31	$119,878	929	+0.3%	Shares	Sole	2026-01-28
2025-09-30	$125,954	926	-1.7%	Shares	Sole	2025-10-16
2025-06-30	$112,380	942	0.0%	Shares	Sole	2025-07-31
2025-03-31	$116,318	942	-4.6%	Shares	Sole	2025-04-11
2024-12-31	$112,448	987	0.0%	Shares	Sole	2025-01-13
2024-09-30	$129,741	987	-3.9%	Shares	Sole	2024-10-10
2024-06-30	$144,981	1,027	+5.1%	Shares	Sole	2024-07-09
2024-03-31	$159,583	977	+16.2%	Shares	Sole	2024-04-11
2023-12-31	$111,970	841	+1.2%	Shares	Sole	2024-01-10
2023-09-30	$99,844	831	0.0%	Shares	Sole	2023-10-16
2023-06-30	$79,260	831	+3.6%	Shares	Sole	2023-07-10
2023-03-31	$81,306	802	0.0%	Shares	Sole	2023-04-10
2022-12-31	$83,472	802	0.0%	Shares	Sole	2023-01-12
2022-09-30	$64,737	802	+7.5%	Shares	Sole	2022-10-24
2022-06-30	$61,164	746	-2.6%	Shares	Sole	2022-08-22
2022-03-31	$66,174	766	-11.5%	Shares	Sole	2022-06-01
2021-12-31	$62,750	866	—	Shares	Sole	2022-03-23
No filing history on record for this holder in this stock.