First National Advisers, LLC

Position in PSX — Phillips 66

CIK 1941030 Omaha, NE

Position in PSX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,328,663

-$341,731 QoQ

Shares Held

13,775

-6.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#612

of 2,096 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Energy · as of Jun 30, 2026

First National Advisers, LLC holds $2,629,842 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (88.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	13,775	$2,328,663
2	MPC	Marathon Petroleum Corp	1,178	$301,179

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,328,663	13,775	-6.0%	Shares	Sole	2026-07-21
2026-03-31	$2,670,394	14,658	-14.1%	Shares	Sole	2026-05-08
2025-12-31	$2,201,938	17,064	+0.2%	Shares	Sole	2026-02-04
2025-09-30	$2,316,148	17,028	+49.3%	Shares	Sole	2025-10-28
2025-06-30	$1,360,855	11,407	-0.6%	Shares	Sole	2025-08-13
2025-03-31	$1,417,673	11,481	-2.2%	Shares	Sole	2025-05-07
2024-12-31	$1,338,107	11,745	-0.3%	Shares	Sole	2025-02-10
2024-09-30	$1,548,481	11,780	-31.0%	Shares	Sole	2024-10-15
2024-06-30	$2,409,066	17,065	-0.0%	Shares	Sole	2024-08-13
2024-03-31	$2,787,723	17,067	-0.2%	Shares	Sole	2024-05-15
2023-12-31	$2,277,093	17,103	+37.1%	Shares	Sole	2024-02-08
2023-09-30	$1,498,390	12,471	+68.6%	Shares	Sole	2023-11-09
2023-06-30	$705,525	7,397	+1.6%	Shares	Sole	2023-08-11
2023-03-31	$737,945	7,279	+36.3%	Shares	Sole	2023-05-10
2022-12-31	$555,995	5,342	+11.1%	Shares	Sole	2023-02-09
2022-09-30	$388,101	4,808	+41.3%	Shares	Sole	2022-11-07
2022-06-30	$279,011	3,403	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.