Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$455,758
-$35,399 QoQ
Shares Held
2,696
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,227
of 2,093 holders
Holding Since
Jun 2020
24 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, 2026MONTAG A & ASSOCIATES INC holds $3,058,821 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (14.9% of the industry book) .
All Filings in PSX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,758 | 2,696 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $491,157 | 2,696 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $347,891 | 2,696 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $346,851 | 2,550 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $304,215 | 2,550 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $297,463 | 2,409 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $274,457 | 2,409 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $316,663 | 2,409 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $340,078 | 2,409 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $393,486 | 2,409 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $320,734 | 2,409 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $298,933 | 2,488 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $237,305 | 2,488 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $252,233 | 2,488 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $255,412 | 2,454 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $194,454 | 2,409 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $197,513 | 2,409 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $202,411 | 2,343 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $169,773 | 2,343 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $164,080 | 2,343 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $201,076 | 2,343 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $252,203 | 3,093 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $216,324 | 3,093 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $240,217 | 3,341 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||