MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV
Broker-DealerPosition in PSX — Phillips 66
CIK 354201
CARLSBAD, CA
Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,092,362
-$337,526 QoQ
Shares Held
24,208
-0.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.96%
of 13F equity value
Holder Rank
#470
of 2,091 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV holds $4,092,362 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
24,208 | $4,092,362 |
All Filings in PSX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,092,362 | 24,208 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,429,888 | 24,316 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,838,552 | 29,747 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||