Position in PSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,254
New position
Shares Held
37
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,038
of 2,093 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Montgomery Financial Services LLC holds $19,548 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
52 | $13,294 | |
| 2 | PSX |
Phillips 66
This page
|
37 | $6,254 |
All Filings in PSX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,254 | 37 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||