Security National Bank’s Phillips 66 PSX Stock Holding History

Security National Bank’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$178K	Hold	1,054	–	–	0.02%	162
2026 Q1	$192K	Hold	1,054	–	–	0.03%	146
2025 Q4	$136K	Hold	1,054	–	–	0.02%	162
2025 Q3	$143K	Hold	1,054	–	–	0.02%	164
2025 Q2	$126K	Hold	1,054	–	–	0.02%	149
2025 Q1	$130K	Hold	1,054	–	–	0.02%	146
2024 Q4	$120K	Sell	1,054 -224	-18%	-$28.5K	0.02%	146
2024 Q3	$168K	Hold	1,278	–	–	0.02%	122
2024 Q2	$180K	Hold	1,278	–	–	0.03%	110
2024 Q1	$209K	Hold	1,278	–	–	0.03%	105
2023 Q4	$170K	Buy	+1,278	New	+$153K	0.04%	113

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Security National Bank's PSX Position: Q2 2026 in Review

Security National Bank held its Phillips 66 (PSX) position steady in Q2 2026 at 1,054 shares worth $178K. The position accounts for 0.02% of the portfolio, ranked #162.

Security National Bank first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $209K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Security National Bank held 1,054 shares of Phillips 66 worth $178K as of Q2 2026.
Security National Bank left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of Security National Bank's portfolio in Q2 2026, its #162 holding.
Security National Bank first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
Security National Bank's Phillips 66 position peaked at $209K in Q1 2024.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.