1ST SOURCE BANK

Bank

Position in PSX — Phillips 66

CIK 356264 SOUTH BEND, IN

Position in PSX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,068,565

-$137,648 QoQ

Shares Held

6,321

-4.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#857

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

1ST SOURCE BANK holds $3,251,901 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	4,299	$1,099,125
2	VLO	Valero Energy Corp/Tx	4,163	$1,084,211
3	PSX	Phillips 66 This page	6,321	$1,068,565

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,068,565	6,321	-4.5%	Shares	Defined	2026-08-06
2026-03-31	$1,206,213	6,621	+6.4%	Shares	Defined	2026-05-04
2025-12-31	$802,757	6,221	0.0%	Shares	Defined	2026-02-05
2025-09-30	$846,180	6,221	-0.5%	Shares	Defined	2025-11-12
2025-06-30	$746,221	6,255	+1.5%	Shares	Defined	2025-08-07
2025-03-31	$760,883	6,162	+0.6%	Shares	Defined	2025-05-05
2024-12-31	$697,593	6,123	+0.3%	Shares	Defined	2025-02-10
2024-09-30	$802,239	6,103	-9.7%	Shares	Defined	2024-12-11
2024-06-30	$954,026	6,758	-0.5%	Shares	Sole	2024-08-08
2024-03-31	$1,109,241	6,791	0.0%	Shares	Sole	2024-05-09
2023-12-31	$904,153	6,791	-1.9%	Shares	Sole	2024-02-08
2023-09-30	$832,158	6,926	-0.3%	Shares	Sole	2023-11-09
2023-06-30	$662,795	6,949	+0.7%	Shares	Sole	2023-08-09
2023-03-31	$699,420	6,899	-10.4%	Shares	Sole	2023-05-09
2022-12-31	$801,311	7,699	+5.5%	Shares	Sole	2023-02-13
2022-09-30	$589,175	7,299	+7.4%	Shares	Sole	2022-11-04
2022-06-30	$557,450	6,799	+1.4%	Shares	Sole	2022-08-05
2022-03-31	$579,331	6,706	+15.4%	Shares	Sole	2022-05-05
2021-12-31	$421,065	5,811	+1.1%	Shares	Sole	2022-02-09
2021-09-30	$402,672	5,750	0.0%	Shares	Sole	2021-11-05
2021-06-30	$493,465	5,750	-0.9%	Shares	Sole	2021-08-03
2021-03-31	$472,932	5,800	-1.7%	Shares	Sole	2021-05-07
2020-12-31	$412,646	5,900	-9.4%	Shares	Sole	2021-02-05
2020-09-30	$337,737	6,515	-5.1%	Shares	Sole	2020-10-30
2020-06-30	$493,665	6,866	-1.1%	Shares	Sole	2020-08-07
2020-03-31	$372,384	6,941	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.