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MH & Associates Securities Management’s Phillips 66 PSX Stock Holding History

MH & Associates Securities 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
2026
Q2 		$4.09M Sell
24,208
-108
-0.4% -$18.6K 3.67% 3
2026
Q1 		$4.43M Sell
24,316
-5,431
-18% -$851K 3.87% 2
2025
Q4 		$3.84M Buy
+29,747
New +$4M 3.13% 6

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
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

MH & Associates Securities Management's PSX Position: Q2 2026 in Review

MH & Associates Securities Management reduced its Phillips 66 (PSX) stake by 0.44% in Q2 2026, selling an estimated $18.6K and leaving 24,208 shares worth $4.09M. The position accounts for 3.67% of the portfolio, ranked #3.

MH & Associates Securities Management first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.43M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • MH & Associates Securities Management held 24,208 shares of Phillips 66 worth $4.09M as of Q2 2026.
  • MH & Associates Securities Management sold 108 Phillips 66 shares in Q2 2026, an estimated $18.6K.
  • Phillips 66 made up 3.67% of MH & Associates Securities Management's portfolio in Q2 2026, its #3 holding.
  • MH & Associates Securities Management first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • MH & Associates Securities Management's Phillips 66 position peaked at $4.43M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on MH & Associates Securities Management's 13F filing for Q2 2026, filed 28 Jul 2026.