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MSH Capital Advisors’s Phillips 66 PSX Stock Holding History

MSH 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 		$549K Sell
3,250
-9
-0.3% -$1.55K 0.1% 193
2026
Q1 		$594K Sell
3,259
-69
-2% -$10.8K 0.13% 157
2025
Q4 		$429K Sell
3,328
-40
-1% -$5.38K 0.09% 191
2025
Q3 		$458K Sell
3,368
-50
-1% -$6.41K 0.12% 176
2025
Q2 		$408K Sell
3,418
-38
-1% -$4.26K 0.12% 177
2025
Q1 		$427K Buy
3,456
+101
+3% +$12.4K 0.13% 164
2024
Q4 		$382K Hold
3,355
– – 0.12% 172
2024
Q3 		$441K Buy
3,355
+28
+0.8% +$3.78K 0.13% 161
2024
Q2 		$470K Hold
3,327
– – 0.16% 139
2024
Q1 		$543K Buy
3,327
+90
+3% +$13K 0.19% 126
2023
Q4 		$431K Buy
3,237
+258
+9% +$30.8K 0.16% 133
2023
Q3 		$358K Sell
2,979
-127
-4% -$14.3K 0.14% 156
2023
Q2 		$296K Sell
3,106
-170
-5% -$16.5K 0.11% 177
2023
Q1 		$332K Buy
3,276
+126
+4% +$12.8K 0.14% 150
2022
Q4 		$328K Sell
3,150
-50
-2% -$5.11K 0.15% 137
2022
Q3 		$258K Hold
3,200
– – 0.13% 160
2022
Q2 		$262K Hold
3,200
– – 0.12% 158
2022
Q1 		$276K Sell
3,200
-400
-11% -$33.7K 0.11% 164
2021
Q4 		$261K Buy
+3,600
New +$272K 0.12% 157

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

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

MSH Capital Advisors reduced its Phillips 66 (PSX) stake by 0.28% in Q2 2026, selling an estimated $1.55K and leaving 3,250 shares worth $549K. The position accounts for 0.1% of the portfolio, ranked #193.

MSH Capital Advisors first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $594K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • MSH Capital Advisors held 3,250 shares of Phillips 66 worth $549K as of Q2 2026.
  • MSH Capital Advisors sold 9 Phillips 66 shares in Q2 2026, an estimated $1.55K.
  • Phillips 66 made up 0.1% of MSH Capital Advisors's portfolio in Q2 2026, its #193 holding.
  • MSH Capital Advisors first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • MSH Capital Advisors's Phillips 66 position peaked at $594K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.