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Midwest Capital Advisors’s Phillips 66 PSX Stock Holding History

Midwest Capital Advisors’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 		$19.3K Hold
114
– – 0.01% 137
2026
Q1 		$20.8K Hold
114
– – 0.01% 133
2025
Q4 		$14.7K Hold
114
– – 0.01% 145
2025
Q3 		$15.5K Hold
114
– – 0.01% 141
2025
Q2 		$13.6K Hold
114
– – 0.01% 146
2025
Q1 		$14.1K Hold
114
– – 0.01% 144
2024
Q4 		$13K Buy
+114
New +$14.5K 0.01% 151

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

Midwest Capital Advisors's PSX Position: Q2 2026 in Review

Midwest Capital Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 114 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #137.

Midwest Capital Advisors first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.8K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Midwest Capital Advisors held 114 shares of Phillips 66 worth $19.3K as of Q2 2026.
  • Midwest Capital Advisors left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.01% of Midwest Capital Advisors's portfolio in Q2 2026, its #137 holding.
  • Midwest Capital Advisors first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Midwest Capital Advisors's Phillips 66 position peaked at $20.8K in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.