Mascoma Wealth Management’s Phillips 66 PSX Stock Holding History

Mascoma Wealth Management’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	$1.01K	Sell	6 -1	-14%	-$172	﹤0.01%	507
2026 Q1	$1.27K	Buy	7 +1	+17%	+$157	﹤0.01%	464
2025 Q4	$774	Sell	6 -48	-89%	-$6.46K	﹤0.01%	479
2025 Q3	$7.34K	Buy	+54	New	+$6.92K	﹤0.01%	352
2023 Q4	–	Sell	-20	Closed	-$2.4K	–	502
2023 Q3	$2.4K	Buy	+20	New	+$2.25K	﹤0.01%	454
2022 Q4	–	Sell	-250	Closed	-$20K	–	652
2022 Q3	$20K	Hold	250	–	–	0.01%	327
2022 Q2	$20K	Hold	250	–	–	0.01%	343
2022 Q1	$22K	Hold	250	–	–	0.01%	358
2021 Q4	$18K	Sell	250 -25	-9%	-$1.89K	0.01%	344
2021 Q3	$19K	Buy	+275	New	+$19.9K	0.01%	300
2021 Q2	–	Sell	-312	Closed	-$25K	–	358
2021 Q1	$25K	Buy	+312	New	+$24.5K	0.01%	273
2019 Q3	–	Sell	-304	Closed	-$28K	–	273
2019 Q2	$28K	Hold	304	–	–	0.02%	205
2019 Q1	$29K	Hold	304	–	–	0.02%	194
2018 Q4	$26K	Hold	304	–	–	0.02%	192
2018 Q3	$34K	Hold	304	–	–	0.02%	191
2018 Q2	$34K	Hold	304	–	–	0.02%	180
2018 Q1	$29K	Hold	304	–	–	0.02%	193
2017 Q4	$29K	Sell	304 -250	-45%	-$23.8K	0.02%	183
2017 Q3	$51K	Hold	554	–	–	0.03%	147
2017 Q2	$46K	Hold	554	–	–	0.03%	158
2017 Q1	$44K	Hold	554	–	–	0.03%	150
2016 Q4	$48K	Buy	+554	New	+$46.1K	0.04%	142

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

Mascoma Wealth Management's PSX Position: Q2 2026 in Review

Mascoma Wealth Management reduced its Phillips 66 (PSX) stake by 14% in Q2 2026, selling an estimated $172 and leaving 6 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Mascoma Wealth Management first reported a position in PSX in Q4 2016 and has held it in 22 quarters since. The position peaked at $51K in Q3 2017. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Mascoma Wealth Management held 6 shares of Phillips 66 worth $1.01K as of Q2 2026.
Mascoma Wealth Management sold 1 Phillips 66 share in Q2 2026, an estimated $172.
Phillips 66 made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #507 holding.
Mascoma Wealth Management first reported a position in Phillips 66 in Q4 2016 and has held it in 22 quarters since.
Mascoma Wealth Management's Phillips 66 position peaked at $51K in Q3 2017.
2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.