SouthState Bank Corp

Bank

Position in PSX — Phillips 66

CIK 764038 WINTER HAVEN, FL

Back to PSX Full portfolio

Position in PSX

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

Position Value

$2,485,034

-$116,494 QoQ

Shares Held

14,700

+2.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#595

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

SouthState Bank Corp holds $34,058,159 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	117,635	$30,636,859
2	PSX	Phillips 66 This page	14,700	$2,485,034
3	MPC	Marathon Petroleum Corp	3,592	$918,366
4	DINO	HF Sinclair Corp	257	$17,900

All Filings in PSX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,485,034	14,700	+2.9%	Shares	Defined	2026-08-06
2026-03-31	$2,601,528	14,280	+0.0%	Shares	Defined	2026-05-05
2025-12-31	$1,842,302	14,277	+0.3%	Shares	Defined	2026-02-11
2025-09-30	$1,937,059	14,241	-6.1%	Shares	Defined	2025-11-05
2025-06-30	$1,809,063	15,164	-3.0%	Shares	Defined	2025-08-06
2025-03-31	$1,929,744	15,628	+60.9%	Shares	Defined	2025-05-12
2024-12-31	$1,106,260	9,710	-7.1%	Shares	Defined	2025-02-10
2024-09-30	$1,373,389	10,448	0.0%	Shares	Defined	2024-11-08
2024-06-30	$1,474,943	10,448	-1.3%	Shares	Defined	2024-08-02
2024-03-31	$1,728,463	10,582	+1.0%	Shares	Defined	2024-05-06
2023-12-31	$1,394,507	10,474	-0.1%	Shares	Defined	2024-02-06
2023-09-30	$1,259,171	10,480	+1.3%	Shares	Defined	2023-11-07
2023-06-30	$987,086	10,349	-6.1%	Shares	Defined	2023-08-08
2023-03-31	$1,117,207	11,020	-3.4%	Shares	Defined	2023-05-08
2022-12-31	$1,187,447	11,409	+3.6%	Shares	Defined	2023-02-10
2022-09-30	$889,130	11,015	-11.4%	Shares	Defined	2022-11-07
2022-06-30	$1,019,709	12,437	+4.4%	Shares	Defined	2022-08-05
2022-03-31	$1,029,163	11,913	+0.5%	Shares	Defined	2022-08-04
2021-12-31	$859,084	11,856	+4.2%	Shares	Defined	2022-02-11
2021-09-30	$796,590	11,375	-1.6%	Shares	Defined	2021-11-10
2021-06-30	$991,735	11,556	-1.6%	Shares	Defined	2021-08-10
2021-03-31	$957,768	11,746	-12.6%	Shares	Defined	2021-05-12
2020-12-31	$939,573	13,434	-12.2%	Shares	Defined	2021-02-10
2020-09-30	$793,514	15,307	-9.5%	Shares	Defined	2020-11-10
2020-06-30	$1,215,828	16,910	-38.9%	Shares	Defined	2020-08-11
2020-03-31	$1,485,514	27,689	—	Shares	Defined	2020-05-04
No filing history on record for this holder in this stock.