Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$731,479
-$42,239 QoQ
Shares Held
4,327
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#997
of 2,093 holders
Holding Since
Dec 2024
7 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, 2026Moment Partners, LLC holds $1,002,489 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
4,327 | $731,479 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,060 | $271,010 |
All Filings in PSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,479 | 4,327 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $773,718 | 4,247 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $549,839 | 4,261 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $681,324 | 5,009 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $591,489 | 4,958 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $594,185 | 4,812 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $551,535 | 4,841 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||