FIRST MERCHANTS CORP

Position in PSX — Phillips 66

CIK 712534 Muncie, IN

Position in PSX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,537,847

-$185,029 QoQ

Shares Held

9,097

-3.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#730

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

FIRST MERCHANTS CORP holds $4,437,971 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	9,982	$2,599,712
2	PSX	Phillips 66 This page	9,097	$1,537,847
3	MPC	Marathon Petroleum Corp	1,175	$300,412

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,537,847	9,097	-3.8%	Shares	Sole	2026-07-15
2026-03-31	$1,722,876	9,457	-3.5%	Shares	Other	2026-04-16
2025-12-31	$1,264,592	9,800	-0.4%	Shares	Other	2026-01-12
2025-09-30	$1,338,436	9,840	-18.1%	Shares	Other	2025-10-22
2025-06-30	$1,433,628	12,017	-15.4%	Shares	Other	2025-07-23
2025-03-31	$1,753,539	14,201	-14.3%	Shares	Other	2025-04-24
2024-12-31	$1,888,959	16,580	+5.0%	Shares	Other	2025-01-30
2024-09-30	$2,076,383	15,796	+18.3%	Shares	Other	2024-10-24
2024-06-30	$1,884,195	13,347	+1.3%	Shares	Other	2024-07-25
2024-03-31	$2,151,514	13,172	-2.2%	Shares	Sole	2024-04-25
2023-12-31	$1,793,662	13,472	-3.6%	Shares	Sole	2024-01-25
2023-09-30	$1,679,336	13,977	-0.3%	Shares	Sole	2023-10-26
2023-06-30	$1,336,559	14,013	+1.1%	Shares	Sole	2023-07-25
2023-03-31	$1,404,924	13,858	-4.3%	Shares	Sole	2023-04-25
2022-12-31	$1,506,870	14,478	-0.7%	Shares	Sole	2023-01-26
2022-09-30	$1,177,139	14,583	+0.5%	Shares	Sole	2022-10-25
2022-06-30	$1,189,510	14,508	+2.0%	Shares	Sole	2022-07-26
2022-03-31	$1,228,897	14,225	+3.3%	Shares	Sole	2022-04-26
2021-12-31	$998,136	13,775	-20.0%	Shares	Sole	2022-01-27
2021-09-30	$1,205,146	17,209	+1.5%	Shares	Sole	2021-10-26
2021-06-30	$1,455,421	16,959	-1.5%	Shares	Sole	2021-07-26
2021-03-31	$1,404,444	17,224	+14.8%	Shares	Sole	2021-04-22
2020-12-31	$1,049,169	15,001	-11.7%	Shares	Sole	2021-01-28
2020-09-30	$881,124	16,997	-2.5%	Shares	Sole	2020-10-28
2020-06-30	$1,253,720	17,437	-2.3%	Shares	Sole	2020-07-23
2020-03-31	$957,491	17,847	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.