Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,774,855
+$228,147 QoQ
Shares Held
10,499
+23.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#680
of 2,091 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026MONECO ADVISORS, LLC holds $2,665,135 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (66.6% of the industry book) .
All Filings in PSX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,774,855 | 10,499 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,546,708 | 8,490 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,151,682 | 8,925 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,141,071 | 8,389 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,006,534 | 8,437 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,017,104 | 8,237 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $941,631 | 8,265 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $956,956 | 7,280 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $919,299 | 6,512 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,036,228 | 6,344 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $807,760 | 6,067 | Shares | Sole | 2024-03-13 | |
| 2023-09-30 | $681,731 | 5,674 | Shares | Sole | 2024-03-13 | |
| 2023-06-30 | $535,749 | 5,617 | Shares | Sole | 2024-03-13 | |
| 2023-03-31 | $487,232 | 4,806 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $268,734 | 2,582 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $264,600 | 3,278 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $210,796 | 2,571 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||