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MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV → PSX
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV PSX Position History
Phillips 66 • Energy
Quarters held
4
Latest value
$3.5M
Q3 2026
Peak value
$4.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.8M |
| Q1 2026 | $4.4M |
| Q2 2026 | $4.1M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 13.8K | — | — |
| Q2 2026 | $4.1M | 24.2K | — | — |
| Q1 2026 | $4.4M | 24.3K | — | — |
| Q4 2025 | $3.8M | 29.7K | — | — |
Other funds holding PSX
$6.5B
$6.2B
$5.3B
$4.7B
$4.7B
$4.6B
$4.4B
$4.4B