Phillips 66 shares owned by Security National Bank
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Security National Bank
from 13F filings
Historical chart of Security National Bank investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Security National Bank consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Security National Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $143k | 1.1k | 136.02 |
| 2025-06-30 | $126k | 1.1k | 119.30 |
| 2025-03-31 | $130k | 1.1k | 123.48 |
| 2024-12-31 | $120k | 1.1k | 113.93 |
| 2024-09-30 | $168k | 1.3k | 131.45 |
| 2024-06-30 | $180k | 1.3k | 141.17 |
| 2024-03-31 | $209k | 1.3k | 163.34 |