Deseret Mutual Benefit Administrators’s Phillips 66 PSX Stock Holding History

Deseret Mutual Benefit Administrators’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	$399K	Sell	2,362 -424	-15%	-$73K	0.13%	123
2026 Q1	$508K	Buy	2,786 +1,131	+68%	+$177K	0.17%	103
2025 Q4	$214K	Sell	1,655 -48	-3%	-$6.46K	0.09%	134
2025 Q3	$232K	Buy	1,703 +165	+11%	+$21.1K	0.1%	125
2025 Q2	$183K	Hold	1,538	–	–	0.09%	145
2025 Q1	$190K	Buy	1,538 +132	+9%	+$16.3K	0.09%	139
2024 Q4	$160K	Sell	1,406 -22	-2%	-$2.8K	0.08%	159
2024 Q3	$188K	Hold	1,428	–	–	0.1%	141
2024 Q2	$202K	Sell	1,428 -78	-5%	-$11.5K	0.09%	125
2024 Q1	$246K	Hold	1,506	–	–	0.12%	110
2023 Q4	$201K	Sell	1,506 -442	-23%	-$52.8K	0.12%	107
2023 Q3	$234K	Sell	1,948 -442	-18%	-$49.6K	0.11%	106
2023 Q2	$228K	Hold	2,390	–	–	0.09%	125
2023 Q1	$242K	Sell	2,390 -142	-6%	-$14.4K	0.1%	115
2022 Q4	$264K	Sell	2,532 -2,426	-49%	-$248K	0.11%	107
2022 Q3	$400K	Sell	4,958 -1,229	-20%	-$105K	0.11%	116
2022 Q2	$507K	Hold	6,187	–	–	0.11%	119
2022 Q1	$534K	Sell	6,187 -912	-13%	-$76.7K	0.11%	122
2021 Q4	$514K	Sell	7,099 -259	-4%	-$19.6K	0.09%	152
2021 Q3	$515K	Sell	7,358 -1,957	-21%	-$142K	0.09%	136
2021 Q2	$799K	Buy	+9,315	New	+$786K	0.19%	53

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Deseret Mutual Benefit Administrators's PSX Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Phillips 66 (PSX) stake by 15% in Q2 2026, selling an estimated $73K and leaving 2,362 shares worth $399K. The position accounts for 0.13% of the portfolio, ranked #123.

Deseret Mutual Benefit Administrators first reported a position in PSX in Q2 2021 and has held it in 21 quarters since. The position peaked at $799K in Q2 2021. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Deseret Mutual Benefit Administrators held 2,362 shares of Phillips 66 worth $399K as of Q2 2026.
Deseret Mutual Benefit Administrators sold 424 Phillips 66 shares in Q2 2026, an estimated $73K.
Phillips 66 made up 0.13% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #123 holding.
Deseret Mutual Benefit Administrators first reported a position in Phillips 66 in Q2 2021 and has held it in 21 quarters since.
Deseret Mutual Benefit Administrators's Phillips 66 position peaked at $799K in Q2 2021.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.