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MJT & Associates Financial Advisory’s Phillips 66 PSX Stock Holding History

MJT & Associates Financial Advisory’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 		$16.7K Hold
99
– – 0.01% 143
2026
Q1 		$18K Hold
99
– – 0.01% 126
2025
Q4 		$12.8K Sell
99
-8
-7% -$1.08K 0.01% 162
2025
Q3 		$14.6K Buy
107
+45
+73% +$5.76K 0.01% 155
2025
Q2 		$7.4K Hold
62
– – 0.01% 253
2025
Q1 		$7.66K Buy
+62
New +$7.64K 0.01% 246

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

MJT & Associates Financial Advisory's PSX Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Phillips 66 (PSX) position steady in Q2 2026 at 99 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #143.

MJT & Associates Financial Advisory first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. The position peaked at $18K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • MJT & Associates Financial Advisory held 99 shares of Phillips 66 worth $16.7K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #143 holding.
  • MJT & Associates Financial Advisory first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Phillips 66 position peaked at $18K in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.