Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$334,719
-$25,997 QoQ
Shares Held
1,980
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,406
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, 2026MONETARY MANAGEMENT GROUP INC holds $793,303 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (42.2% of the industry book) .
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,719 | 1,980 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $360,716 | 1,980 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $294,211 | 2,280 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $310,125 | 2,280 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $272,004 | 2,280 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $281,534 | 2,280 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $259,760 | 2,280 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $299,706 | 2,280 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $321,867 | 2,280 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $437,261 | 2,677 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $356,415 | 2,677 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $321,641 | 2,677 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $255,332 | 2,677 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $271,394 | 2,677 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $278,622 | 2,677 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $216,087 | 2,677 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $219,487 | 2,677 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $231,266 | 2,677 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $193,975 | 2,677 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $187,470 | 2,677 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $251,195 | 2,927 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $230,513 | 2,827 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $197,720 | 2,827 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $276,151 | 5,327 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $383,011 | 5,327 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $218,731 | 4,077 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||