Position in PSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$492,273
-$56,453 QoQ
Shares Held
2,912
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,190
of 2,097 holders
Holding Since
Dec 2020
23 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, 2026MTM Investment Management, LLC holds $1,918,662 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (25.7% of the industry book) .
All Filings in PSX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,273 | 2,912 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $548,726 | 3,012 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $388,668 | 3,012 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $409,692 | 3,012 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $414,925 | 3,478 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $412,052 | 3,337 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $383,602 | 3,367 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $440,226 | 3,349 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $501,012 | 3,549 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $579,693 | 3,549 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $469,984 | 3,530 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $424,129 | 3,530 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $327,153 | 3,430 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $347,733 | 3,430 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $356,994 | 3,430 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $276,869 | 3,430 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $281,225 | 3,430 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $296,317 | 3,430 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $284,767 | 3,930 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $461,497 | 6,590 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $565,553 | 6,590 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $537,348 | 6,590 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $494,545 | 7,071 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||