MJP Associates’s Phillips 66 PSX Stock Holding History

MJP Associates’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	$203K	Sell	1,200 -84	-7%	-$14.5K	0.02%	226
2026 Q1	$234K	Buy	+1,284	New	+$201K	0.03%	202
2024 Q2	–	Sell	-1,515	Closed	-$247K	–	244
2024 Q1	$247K	Buy	+1,515	New	+$218K	0.05%	199
2023 Q3	–	Sell	-5,261	Closed	-$502K	–	186
2023 Q2	$502K	Sell	5,261 -652	-11%	-$63.4K	0.16%	74
2023 Q1	$599K	Buy	5,913 +404	+7%	+$41.1K	0.18%	56
2022 Q4	$573K	Buy	5,509 +1,304	+31%	+$133K	0.17%	65
2022 Q3	$339K	Buy	4,205 +1,371	+48%	+$117K	0.1%	89
2022 Q2	$232K	Buy	+2,834	New	+$262K	0.07%	112

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 $3.37T AUM 44.26% 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

MJP Associates's PSX Position: Q2 2026 in Review

MJP Associates reduced its Phillips 66 (PSX) stake by 6.5% in Q2 2026, selling an estimated $14.5K and leaving 1,200 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #226.

MJP Associates first reported a position in PSX in Q2 2022 and has held it in 8 quarters since. The position peaked at $599K in Q1 2023. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

MJP Associates held 1,200 shares of Phillips 66 worth $203K as of Q2 2026.
MJP Associates sold 84 Phillips 66 shares in Q2 2026, an estimated $14.5K.
Phillips 66 made up 0.02% of MJP Associates's portfolio in Q2 2026, its #226 holding.
MJP Associates first reported a position in Phillips 66 in Q2 2022 and has held it in 8 quarters since.
MJP Associates's Phillips 66 position peaked at $599K in Q1 2023.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.