Skip to content
Disclosery

MONECO ADVISORS, LLC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONECO ADVISORS, LLC on PSX, newest first. How the timeline and the estimate are built.

MONECO ADVISORS, LLC held 10,499 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,499 shares
    Change vs previous 13F +2,009 shares

    0.11% of the 13F portfolio, value $1,774,905.

    13F-HR 0001765690-26-000011 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,490 shares
    Change vs previous 13F -435 shares

    0.12% of the 13F portfolio, value $1,546,676.

    13F-HR 0001765690-26-000007 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,925 shares
    Change vs previous 13F +536 shares

    0.09% of the 13F portfolio, value $1,151,739.

    13F-HR 0001765690-26-000005 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,389 shares
    Change vs previous 13F -48 shares

    0.1% of the 13F portfolio, value $1,141,085.

    13F-HR 0001765690-25-000013 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,437 shares
    Change vs previous 13F +200 shares

    0.09% of the 13F portfolio, value $1,006,540.

    13F-HR 0001765690-25-000002 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 8,237 shares
    Change vs previous 13F -28 shares

    0.11% of the 13F portfolio, value $1,017,155.

    13F-HR/A 0001765690-25-000006 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 8,265 shares
    Change vs previous 13F +985 shares

    0.1% of the 13F portfolio, value $941,664.

    13F-HR/A 0001765690-25-000005 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,280 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $956,992.

    13F-HR 0001085146-24-005135 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).