MSH Capital Advisors LLC

Position in PSX — Phillips 66

CIK 2056306 SCOTTSDALE, AZ

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$549,412

-$44,312 QoQ

Shares Held

3,250

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,136

of 2,093 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

MSH Capital Advisors LLC holds $1,018,055 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (54.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	3,250	$549,412
2	MPC	Marathon Petroleum Corp	1,833	$468,643

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$549,412	3,250	-0.3%	Shares	Sole	2026-08-11
2026-03-31	$593,724	3,259	-2.1%	Shares	Sole	2026-05-11
2025-12-31	$429,445	3,328	-1.2%	Shares	Sole	2026-02-09
2025-09-30	$458,115	3,368	-1.5%	Shares	Sole	2025-11-06
2025-06-30	$407,767	3,418	-1.1%	Shares	Sole	2025-07-24
2025-03-31	$426,746	3,456	+3.0%	Shares	Sole	2025-05-13
2024-12-31	$382,235	3,355	0.0%	Shares	Sole	2025-02-13
2024-09-30	$441,014	3,355	+0.8%	Shares	Sole	2025-02-14
2024-06-30	$469,672	3,327	0.0%	Shares	Sole	2025-02-14
2024-03-31	$543,432	3,327	+2.8%	Shares	Sole	2025-02-14
2023-12-31	$430,974	3,237	+8.7%	Shares	Sole	2025-02-14
2023-09-30	$357,926	2,979	-4.1%	Shares	Sole	2025-02-14
2023-06-30	$296,250	3,106	-5.2%	Shares	Sole	2025-02-14
2023-03-31	$332,120	3,276	+4.0%	Shares	Sole	2025-02-14
2022-12-31	$327,852	3,150	-1.6%	Shares	Sole	2025-02-14
2022-09-30	$258,304	3,200	0.0%	Shares	Sole	2025-02-14
2022-06-30	$262,368	3,200	0.0%	Shares	Sole	2025-02-13
2022-03-31	$276,448	3,200	-11.1%	Shares	Sole	2025-02-13
2021-12-31	$260,856	3,600	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.