Pinnacle Financial Partners, Inc.

Position in PSX — Phillips 66

CIK 2082866 ATLANTA, GA

Position in PSX

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

Position Value

$6,022,912

-$635,219 QoQ

Shares Held

35,628

-2.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#391

of 2,093 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 78% Shared 2% None 20%

Energy · as of Jun 30, 2026

Pinnacle Financial Partners, Inc. holds $52,165,874 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	149,897	$39,039,173
2	MPC	Marathon Petroleum Corp	27,785	$7,103,789
3	PSX	Phillips 66 This page	35,628	$6,022,912

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,022,912	35,628	-2.5%	Shares	Defined	2026-08-14
2026-03-31	$6,658,131	36,547	+29.1%	Shares	Defined	2026-05-14
2025-12-31	$3,654,153	28,318	—	Shares	Other	2026-02-18
No filing history on record for this holder in this stock.