Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$228,893
-$13,042 QoQ
Shares Held
1,354
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,641
of 2,097 holders
Holding Since
Mar 2022
6 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, 2026MONEY CONCEPTS CAPITAL CORP holds $864,106 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
2,439 | $635,213 | |
| 2 | PSX |
Phillips 66
This page
|
1,354 | $228,893 |
All Filings in PSX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,893 | 1,354 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $241,935 | 1,328 | Shares | Sole | 2026-04-30 | |
| 2022-12-31 | $449,417 | 4,318 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $82,334 | 1,020 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $78,792 | 961 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $339,253 | 3,927 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||