Position in PSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,457,710
-$592,473 QoQ
Shares Held
38,200
-1.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
#384
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026MONTGOMERY INVESTMENT MANAGEMENT INC holds $14,242,261 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
29,890 | $7,784,551 | |
| 2 | PSX |
Phillips 66
This page
|
38,200 | $6,457,710 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,457,710 | 38,200 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,050,183 | 38,699 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,019,397 | 38,898 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,304,371 | 38,997 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,652,222 | 38,996 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,000,322 | 40,495 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,612,456 | 40,485 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,328,325 | 40,535 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,722,325 | 40,535 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,620,986 | 40,535 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $8,080,532 | 60,692 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $7,292,143 | 60,692 | Shares | Defined | 2023-10-27 | |
| 2023-06-30 | $5,822,185 | 61,042 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $6,208,713 | 61,242 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $6,375,108 | 61,252 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $4,944,261 | 61,252 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $5,013,852 | 61,152 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $5,343,394 | 61,852 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $4,518,025 | 62,352 | Shares | Defined | 2022-01-25 | |
| 2021-09-30 | $4,377,015 | 62,502 | Shares | Other | 2021-11-03 | |
| 2021-06-30 | $5,312,429 | 61,902 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,149,414 | 63,152 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $4,437,832 | 63,452 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $3,289,559 | 63,456 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $4,710,384 | 65,513 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $3,632,802 | 67,713 | Shares | Defined | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||