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Monetta Financial Services’s Phillips 66 PSX Stock Holding History

Monetta Financial Services’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,100
Closed -$1.84M – 73
2026
Q1 		$1.84M Hold
10,100
– – 1.43% 17
2025
Q4 		$1.3M Hold
10,100
– – 0.93% 34
2025
Q3 		$1.37M Buy
+10,100
New +$1.29M 0.96% 33

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Vanguard Portfolio Management
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EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Monetta Financial Services's PSX Position: Q2 2026 in Review

Monetta Financial Services sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 10,100 shares — an estimated $1.84M sold.

Monetta Financial Services first reported a position in PSX in Q3 2025 and held it in 3 quarters. The position peaked at $1.84M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Monetta Financial Services reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Monetta Financial Services sold 10,100 Phillips 66 shares in Q2 2026, an estimated $1.84M.
  • Monetta Financial Services first reported a position in Phillips 66 in Q3 2025 and held it in 3 quarters.
  • Monetta Financial Services's Phillips 66 position peaked at $1.84M in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Monetta Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.