Position in PSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$721,843
-$50,053 QoQ
Shares Held
4,270
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,005
of 2,093 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, 2026Aull & Monroe Investment Management Corp holds $1,180,514 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
4,270 | $721,843 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,794 | $458,671 |
All Filings in PSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,843 | 4,270 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $771,896 | 4,237 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $546,742 | 4,237 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $562,714 | 4,137 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $511,439 | 4,287 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $626,907 | 5,077 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $609,753 | 5,352 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $798,821 | 6,077 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $860,007 | 6,092 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $995,067 | 6,092 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $857,687 | 6,442 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $820,264 | 6,827 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $651,159 | 6,827 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $702,259 | 6,927 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $736,574 | 7,077 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $571,255 | 7,077 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $604,840 | 7,377 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $637,299 | 7,377 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $512,799 | 7,077 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $509,608 | 7,277 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $630,948 | 7,352 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $599,482 | 7,352 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $524,689 | 7,502 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $383,719 | 7,402 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $532,203 | 7,402 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $433,331 | 8,077 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||