Allen Mooney & Barnes Investment Advisors LLC
Position in PSX — Phillips 66
CIK 2001461
Thomasville, GA
Position in PSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$862,831
-$86,326 QoQ
Shares Held
5,104
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#946
of 2,097 holders
Holding Since
Mar 2022
18 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, 2026Allen Mooney & Barnes Investment Advisors LLC holds $1,122,591 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
5,104 | $862,831 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,016 | $259,760 |
All Filings in PSX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $862,831 | 5,104 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $949,157 | 5,210 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $671,782 | 5,206 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $673,026 | 4,948 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $652,690 | 5,471 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $674,941 | 5,466 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $616,817 | 5,414 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $711,013 | 5,409 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $779,399 | 5,521 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $920,584 | 5,636 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $766,620 | 5,758 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $686,657 | 5,715 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $544,524 | 5,709 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $570,566 | 5,628 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $616,257 | 5,921 | Shares | Sole | 2024-05-23 | |
| 2022-09-30 | $477,458 | 5,915 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $484,478 | 5,909 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $509,873 | 5,902 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||