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Boston Trust Walden’s Phillips 66 PSX Stock Holding History

Boston Trust Walden’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 		$1.16M Sell
6,835
-25
-0.4% -$4.3K 0.01% 288
2026
Q1 		$1.25M Hold
6,860
– – 0.01% 274
2025
Q4 		$885K Hold
6,860
– – 0.01% 290
2025
Q3 		$933K Hold
6,860
– – 0.01% 286
2025
Q2 		$818K Sell
6,860
-133
-2% -$14.9K 0.01% 288
2025
Q1 		$863K Sell
6,993
-300
-4% -$37K 0.01% 283
2024
Q4 		$831K Sell
7,293
-17
-0.2% -$2.16K 0.01% 290
2024
Q3 		$961K Sell
7,310
-183
-2% -$24.7K 0.01% 285
2024
Q2 		$1.06M Sell
7,493
-1,850
-20% -$274K 0.01% 275
2024
Q1 		$1.53M Sell
9,343
-683
-7% -$98.4K 0.01% 258
2023
Q4 		$1.33M Sell
10,026
-1,550
-13% -$185K 0.01% 262
2023
Q3 		$1.39M Hold
11,576
– – 0.01% 260
2023
Q2 		$1.1M Buy
11,576
+3,258
+39% +$317K 0.01% 274
2023
Q1 		$843K Sell
8,318
-2,400
-22% -$244K 0.01% 283
2022
Q4 		$1.12M Sell
10,718
-150
-1% -$15.3K 0.01% 274
2022
Q3 		$877K Hold
10,868
– – 0.01% 277
2022
Q2 		$891K Sell
10,868
-925
-8% -$85.6K 0.01% 278
2022
Q1 		$1.02M Hold
11,793
– – 0.01% 279
2021
Q4 		$855K Sell
11,793
-375
-3% -$28.3K 0.01% 293
2021
Q3 		$852K Sell
12,168
-702
-5% -$50.8K 0.01% 291
2021
Q2 		$1.1M Sell
12,870
-500
-4% -$42.2K 0.01% 282
2021
Q1 		$1.09M Sell
13,370
-500
-4% -$39.2K 0.01% 279
2020
Q4 		$970K Sell
13,870
-5,300
-28% -$311K 0.01% 284
2020
Q3 		$994K Sell
19,170
-2,596
-12% -$158K 0.01% 284
2020
Q2 		$1.56M Sell
21,766
-850
-4% -$60.2K 0.02% 271
2020
Q1 		$1.21M Sell
22,616
-7,794
-26% -$634K 0.02% 270
2019
Q4 		$3.39M Buy
30,410
+57
+0.2% +$6.4K 0.04% 253
2019
Q3 		$3.11M Sell
30,353
-1,075
-3% -$108K 0.04% 253
2019
Q2 		$2.94M Sell
31,428
-1,225
-4% -$110K 0.04% 256
2019
Q1 		$3.11M Sell
32,653
-700
-2% -$66.5K 0.04% 257
2018
Q4 		$2.87M Sell
33,353
-100
-0.3% -$9.77K 0.05% 252
2018
Q3 		$3.77M Sell
33,453
-500
-1% -$57.8K 0.05% 241
2018
Q2 		$3.81M Buy
33,953
+437
+1% +$49.1K 0.06% 236
2018
Q1 		$3.21M Sell
33,516
-300
-0.9% -$29.2K 0.05% 244
2017
Q4 		$3.42M Sell
33,816
-394
-1% -$37.5K 0.05% 242
2017
Q3 		$3.13M Sell
34,210
-5,096
-13% -$432K 0.05% 252
2017
Q2 		$3.25M Sell
39,306
-1,649
-4% -$129K 0.05% 241
2017
Q1 		$3.24M Sell
40,955
-212
-0.5% -$17.1K 0.05% 236
2016
Q4 		$3.56M Sell
41,167
-13,050
-24% -$1.08M 0.06% 232
2016
Q3 		$4.37M Sell
54,217
-900
-2% -$70K 0.07% 227
2016
Q2 		$4.37M Sell
55,117
-1,025
-2% -$83.7K 0.07% 231
2016
Q1 		$4.86M Sell
56,142
-850
-1% -$69.1K 0.08% 225
2015
Q4 		$4.66M Sell
56,992
-1,000
-2% -$86.3K 0.09% 221
2015
Q3 		$4.46M Sell
57,992
-4,683
-7% -$372K 0.07% 228
2015
Q2 		$5.05M Sell
62,675
-17
-0% -$1.35K 0.08% 221
2015
Q1 		$4.93M Sell
62,692
-1,921
-3% -$141K 0.07% 218
2014
Q4 		$4.63M Sell
64,613
-2,950
-4% -$218K 0.07% 216
2014
Q3 		$5.49M Sell
67,563
-2,550
-4% -$212K 0.08% 202
2014
Q2 		$5.64M Buy
70,113
+18,325
+35% +$1.51M 0.08% 197
2014
Q1 		$3.99M Sell
51,788
-2,250
-4% -$171K 0.06% 208
2013
Q4 		$4.17M Sell
54,038
-18,163
-25% -$1.21M 0.06% 205
2013
Q3 		$4.17M Sell
72,201
-23,627
-25% -$1.37M 0.06% 204
2013
Q2 		$5.64M Buy
+95,828
New +$6.02M 0.09% 190

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Boston Trust Walden's PSX Position: Q2 2026 in Review

Boston Trust Walden reduced its Phillips 66 (PSX) stake by 0.36% in Q2 2026, selling an estimated $4.3K and leaving 6,835 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #288.

Boston Trust Walden first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.64M in Q2 2013. 904 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Boston Trust Walden held 6,835 shares of Phillips 66 worth $1.16M as of Q2 2026.
  • Boston Trust Walden sold 25 Phillips 66 shares in Q2 2026, an estimated $4.3K.
  • Phillips 66 made up 0.01% of Boston Trust Walden's portfolio in Q2 2026, its #288 holding.
  • Boston Trust Walden first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • Boston Trust Walden's Phillips 66 position peaked at $5.64M in Q2 2013.
  • 904 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.