Meyer Handelman Company’s Phillips 66 PSX Stock Holding History

Meyer Handelman Company’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 Q1	$6.03M	Hold	33,072	–	–	0.19%	92
2025 Q4	$4.27M	Sell	33,072 -200	-0.6%	-$26.9K	0.13%	103
2025 Q3	$4.53M	Sell	33,272 -4,450	-12%	-$570K	0.14%	104
2025 Q2	$4.5M	Sell	37,722 -750	-2%	-$84K	0.15%	102
2025 Q1	$4.75M	Sell	38,472 -137	-0.4%	-$16.9K	0.17%	105
2024 Q4	$4.4M	Sell	38,609 -863	-2%	-$110K	0.15%	105
2024 Q3	$5.19M	Sell	39,472 -300	-0.8%	-$40.5K	0.18%	99
2024 Q2	$5.61M	Sell	39,772 -100	-0.3%	-$14.8K	0.2%	96
2024 Q1	$6.51M	Hold	39,872	–	–	0.23%	93
2023 Q4	$5.31M	Sell	39,872 -900	-2%	-$108K	0.21%	99
2023 Q3	$4.9M	Hold	40,772	–	–	0.2%	100
2023 Q2	$3.89M	Sell	40,772 -7,000	-15%	-$680K	0.16%	108
2023 Q1	$4.84M	Sell	47,772 -100	-0.2%	-$10.2K	0.2%	102
2022 Q4	$4.98M	Sell	47,872 -800	-2%	-$81.8K	0.21%	101
2022 Q3	$3.93M	Sell	48,672 -1,500	-3%	-$128K	0.18%	108
2022 Q2	$4.11M	Sell	50,172 -3,000	-6%	-$278K	0.18%	108
2022 Q1	$4.59M	Buy	53,172 +1,092	+2%	+$91.9K	0.18%	111
2021 Q4	$3.77M	Sell	52,080 -1,000	-2%	-$75.6K	0.14%	115
2021 Q3	$3.72M	Buy	53,080 +2,200	+4%	+$159K	0.15%	110
2021 Q2	$4.37M	Sell	50,880 -4,917	-9%	-$415K	0.17%	103
2021 Q1	$4.55M	Sell	55,797 -1,803	-3%	-$141K	0.19%	101
2020 Q4	$4.03M	Sell	57,600 -147	-0.3%	-$8.63K	0.18%	103
2020 Q3	$2.99M	Hold	57,747	–	–	0.15%	106
2020 Q2	$4.15M	Hold	57,747	–	–	0.22%	94
2020 Q1	$3.1M	Buy	57,747 +1,279	+2%	+$104K	0.19%	95
2019 Q4	$6.29M	Hold	56,468	–	–	0.3%	81
2019 Q3	$5.78M	Hold	56,468	–	–	0.29%	78
2019 Q2	$5.28M	Buy	56,468 +250	+0.4%	+$22.4K	0.27%	85
2019 Q1	$5.43M	Hold	56,218	–	–	0.28%	81
2018 Q4	$4.84M	Sell	56,218 -200	-0.4%	-$19.5K	0.27%	85
2018 Q3	$6.36M	Hold	56,418	–	–	0.31%	80
2018 Q2	$6.34M	Sell	56,418 -1,050	-2%	-$118K	0.32%	83
2018 Q1	$5.51M	Hold	57,468	–	–	0.28%	92
2017 Q4	$5.81M	Hold	57,468	–	–	0.28%	89
2017 Q3	$5.26M	Hold	57,468	–	–	0.24%	96
2017 Q2	$4.75M	Sell	57,468 -1,250	-2%	-$98.1K	0.2%	100
2017 Q1	$4.65M	Hold	58,718	–	–	0.2%	99
2016 Q4	$5.07M	Hold	58,718	–	–	0.22%	95
2016 Q3	$4.73M	Hold	58,718	–	–	0.21%	98
2016 Q2	$4.66M	Hold	58,718	–	–	0.21%	100
2016 Q1	$5.08M	Hold	58,718	–	–	0.24%	94
2015 Q4	$4.8M	Sell	58,718 -1,020	-2%	-$88K	0.23%	96
2015 Q3	$4.59M	Hold	59,738	–	–	0.23%	94
2015 Q2	$4.81M	Buy	59,738 +279	+0.5%	+$22.2K	0.22%	95
2015 Q1	$4.67M	Buy	59,459 +3,800	+7%	+$279K	0.21%	97
2014 Q4	$3.99M	Buy	55,659 +300	+0.5%	+$22.1K	0.18%	102
2014 Q3	$4.5M	Sell	55,359 -300	-0.5%	-$25K	0.21%	97
2014 Q2	$4.48M	Sell	55,659 -5	-0%	-$412	0.21%	98
2014 Q1	$4.29M	Buy	55,664 +800	+1%	+$60.9K	0.21%	96
2013 Q4	$4.23M	Buy	54,864 +1,336	+2%	+$89.1K	0.21%	98
2013 Q3	$3.1M	Buy	53,528 +3,350	+7%	+$194K	0.16%	101
2013 Q2	$2.96M	Buy	+50,178	New	+$3.15M	0.16%	103

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Meyer Handelman Company's PSX Position: Q1 2026 in Review

Meyer Handelman Company held its Phillips 66 (PSX) position steady in Q1 2026 at 33,072 shares worth $6.03M. The position accounts for 0.19% of the portfolio, ranked #92.

Meyer Handelman Company first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.51M in Q1 2024. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Meyer Handelman Company held 33,072 shares of Phillips 66 worth $6.03M as of Q1 2026.
Meyer Handelman Company left its Phillips 66 share count unchanged in Q1 2026.
Phillips 66 made up 0.19% of Meyer Handelman Company's portfolio in Q1 2026, its #92 holding.
Meyer Handelman Company first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
Meyer Handelman Company's Phillips 66 position peaked at $6.51M in Q1 2024.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Meyer Handelman Company's 13F filing for Q1 2026, filed 20 Apr 2026.