MHI
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Miller Howard Investments’s Phillips 66 PSX Stock Holding History

Miller Howard Investments’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 		$49.6M Sell
293,135
-1,085
-0.4% -$187K 1.31% 36
2026
Q1 		$53.6M Buy
294,220
+3,410
+1% +$534K 1.47% 27
2025
Q4 		$37.5M Buy
290,810
+8,319
+3% +$1.12M 1.13% 40
2025
Q3 		$38.4M Sell
282,491
-1,027
-0.4% -$132K 1.17% 40
2025
Q2 		$33.8M Sell
283,518
-2,048
-0.7% -$229K 1.07% 43
2025
Q1 		$35.3M Buy
285,566
+354
+0.1% +$43.6K 1.12% 38
2024
Q4 		$32.5M Sell
285,212
-6,398
-2% -$814K 1.07% 42
2024
Q3 		$38.3M Sell
291,610
-8,158
-3% -$1.1M 1.18% 35
2024
Q2 		$42.3M Sell
299,768
-7,510
-2% -$1.11M 1.4% 30
2024
Q1 		$50.2M Sell
307,278
-16,205
-5% -$2.34M 1.65% 27
2023
Q4 		$43.1M Sell
323,483
-2,025
-0.6% -$242K 1.5% 28
2023
Q3 		$39.1M Sell
325,508
-50,268
-13% -$5.64M 1.43% 29
2023
Q2 		$35.8M Buy
375,776
+342,580
+1,032% +$33.3M 1.28% 32
2023
Q1 		$3.37M Sell
33,196
-46,832
-59% -$4.76M 0.12% 105
2022
Q4 		$8.33M Buy
80,028
+72,088
+908% +$7.37M 0.3% 63
2022
Q3 		$641K Sell
7,940
-2,079
-21% -$177K 0.03% 144
2022
Q2 		$821K Buy
10,019
+671
+7% +$62.1K 0.03% 145
2022
Q1 		$808K Buy
9,348
+4,175
+81% +$351K 0.03% 143
2021
Q4 		$375K Sell
5,173
-112
-2% -$8.47K 0.01% 146
2021
Q3 		$370K Sell
5,285
-365
-6% -$26.4K 0.02% 142
2021
Q2 		$485K Sell
5,650
-673
-11% -$56.8K 0.02% 138
2021
Q1 		$516K Buy
6,323
+338
+6% +$26.5K 0.02% 138
2020
Q4 		$419K Sell
5,985
-625
-9% -$36.7K 0.02% 142
2020
Q3 		$343K Sell
6,610
-1,522
-19% -$92.9K 0.02% 134
2020
Q2 		$585K Sell
8,132
-4,971
-38% -$352K 0.03% 124
2020
Q1 		$703K Buy
+13,103
New +$1.07M 0.04% 121

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

Miller Howard Investments's PSX Position: Q2 2026 in Review

Miller Howard Investments reduced its Phillips 66 (PSX) stake by 0.37% in Q2 2026, selling an estimated $187K and leaving 293,135 shares worth $49.6M. The position accounts for 1.31% of the portfolio, ranked #36.

Miller Howard Investments first reported a position in PSX in Q1 2020 and has held it in 26 quarters since. The position peaked at $53.6M in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Miller Howard Investments held 293,135 shares of Phillips 66 worth $49.6M as of Q2 2026.
  • Miller Howard Investments sold 1,085 Phillips 66 shares in Q2 2026, an estimated $187K.
  • Phillips 66 made up 1.31% of Miller Howard Investments's portfolio in Q2 2026, its #36 holding.
  • Miller Howard Investments first reported a position in Phillips 66 in Q1 2020 and has held it in 26 quarters since.
  • Miller Howard Investments's Phillips 66 position peaked at $53.6M in Q1 2026.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Miller Howard Investments's 13F filing for Q2 2026, filed 31 Jul 2026.