MAI Capital Management’s Phillips 66 PSX Stock Holding History

MAI Capital Management’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
2024 Q4	–	Sell	-1,000	Closed	-$131K	–	3500
2024 Q3	$131K	Hold	1,000	–	–	﹤0.01%	1027
2024 Q2	$141K	Hold	1,000	–	–	﹤0.01%	1167
2024 Q1	$163K	Sell	1,000 -700	-41%	-$101K	﹤0.01%	1136
2023 Q4	$226K	Hold	1,700	–	–	﹤0.01%	979
2023 Q3	$204K	Sell	1,700 -800	-32%	-$89.8K	﹤0.01%	959
2023 Q2	$238K	Hold	2,500	–	–	﹤0.01%	902
2023 Q1	$253K	Buy	+2,500	New	+$254K	﹤0.01%	856
2022 Q4	–	Sell	-3,000	Closed	-$242K	–	1060
2022 Q3	$242K	Buy	3,000 +1,000	+50%	+$85.2K	﹤0.01%	771
2022 Q2	$164K	Buy	+2,000	New	+$185K	﹤0.01%	812

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MAI Capital Management's PSX Position: Q2 2026 in Review

MAI Capital Management increased its Phillips 66 (PSX) stake by 19% in Q2 2026, buying an estimated $1.8M and bringing the position to 66,840 shares worth $11.3M. The position accounts for 0.04% of the portfolio, ranked #314.

MAI Capital Management first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

MAI Capital Management held 66,840 shares of Phillips 66 worth $11.3M as of Q2 2026.
MAI Capital Management bought 10,475 Phillips 66 shares in Q2 2026, an estimated $1.8M.
Phillips 66 made up 0.04% of MAI Capital Management's portfolio in Q2 2026, its #314 holding.
MAI Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.