Massachusetts Financial Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $46.5M | Sell |
274,797
-166,141
| -38% | -$28.6M | 0.01% | 508 |
|
|
2026
Q1 | $80.3M | Sell |
440,938
-930,866
| -68% | -$146M | 0.03% | 399 |
|
|
2025
Q4 | $177M | Buy |
1,371,804
+199,646
| +17% | +$26.9M | 0.06% | 292 |
|
|
2025
Q3 | $159M | Buy |
1,172,158
+160,407
| +16% | +$20.6M | 0.05% | 318 |
|
|
2025
Q2 | $121M | Buy |
1,011,751
+16,156
| +2% | +$1.81M | 0.04% | 359 |
|
|
2025
Q1 | $123M | Sell |
995,595
-111,802
| -10% | -$13.8M | 0.04% | 354 |
|
|
2024
Q4 | $126M | Buy |
1,107,397
+43,238
| +4% | +$5.5M | 0.04% | 357 |
|
|
2024
Q3 | $140M | Sell |
1,064,159
-82,318
| -7% | -$11.1M | 0.04% | 342 |
|
|
2024
Q2 | $162M | Sell |
1,146,477
-4,750
| -0.4% | -$703K | 0.05% | 304 |
|
|
2024
Q1 | $188M | Sell |
1,151,227
-56,514
| -5% | -$8.14M | 0.06% | 282 |
|
|
2023
Q4 | $161M | Sell |
1,207,741
-6,997
| -0.6% | -$836K | 0.05% | 299 |
|
|
2023
Q3 | $146M | Buy |
1,214,738
+421,714
| +53% | +$47.3M | 0.05% | 293 |
|
|
2023
Q2 | $75.6M | Buy |
793,024
+389,554
| +97% | +$37.9M | 0.02% | 391 |
|
|
2023
Q1 | $40.9M | Buy |
+403,470
| New | +$41M | 0.01% | 464 |
|
|
2020
Q4 | – | Sell |
-6,854
| Closed | -$355K | – | 919 |
|
|
2020
Q3 | $355K | Sell |
6,854
-74,398
| -92% | -$4.54M | ﹤0.01% | 838 |
|
|
2020
Q2 | $5.84M | Sell |
81,252
-103,314
| -56% | -$7.31M | ﹤0.01% | 633 |
|
|
2020
Q1 | $9.9M | Sell |
184,566
-118,240
| -39% | -$9.62M | ﹤0.01% | 593 |
|
|
2019
Q4 | $33.7M | Sell |
302,806
-527,442
| -64% | -$59.3M | 0.01% | 466 |
|
|
2019
Q3 | $85M | Sell |
830,248
-334,350
| -29% | -$33.5M | 0.03% | 339 |
|
|
2019
Q2 | $109M | Sell |
1,164,598
-306,279
| -21% | -$27.5M | 0.04% | 288 |
|
|
2019
Q1 | $140M | Sell |
1,470,877
-23,516
| -2% | -$2.24M | 0.06% | 235 |
|
|
2018
Q4 | $129M | Sell |
1,494,393
-68,741
| -4% | -$6.72M | 0.06% | 228 |
|
|
2018
Q3 | $176M | Sell |
1,563,134
-143,475
| -8% | -$16.6M | 0.07% | 215 |
|
|
2018
Q2 | $192M | Sell |
1,706,609
-593,723
| -26% | -$66.7M | 0.08% | 200 |
|
|
2018
Q1 | $221M | Sell |
2,300,332
-6,796
| -0.3% | -$662K | 0.09% | 189 |
|
|
2017
Q4 | $233M | Buy |
2,307,128
+311,975
| +16% | +$29.7M | 0.1% | 180 |
|
|
2017
Q3 | $183M | Buy |
1,995,153
+543,653
| +37% | +$46M | 0.08% | 207 |
|
|
2017
Q2 | $120M | Buy |
1,451,500
+1,304,252
| +886% | +$102M | 0.05% | 242 |
|
|
2017
Q1 | $11.7M | Sell |
147,248
-11,081
| -7% | -$893K | 0.01% | 563 |
|
|
2016
Q4 | $13.7M | Buy |
158,329
+62,053
| +64% | +$5.16M | 0.01% | 547 |
|
|
2016
Q3 | $7.75M | Buy |
+96,276
| New | +$7.48M | ﹤0.01% | 609 |
|
Other funds holding PSX
EIM
Massachusetts Financial Services's PSX Position: Q2 2026 in Review
Massachusetts Financial Services reduced its Phillips 66 (PSX) stake by 38% in Q2 2026, selling an estimated $28.6M and leaving 274,797 shares worth $46.5M. The position accounts for 0.01% of the portfolio, ranked #508.
Massachusetts Financial Services first reported a position in PSX in Q3 2016 and has held it in 31 quarters since. The position peaked at $233M in Q4 2017. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Massachusetts Financial Services held 274,797 shares of Phillips 66 worth $46.5M as of Q2 2026.
- Massachusetts Financial Services sold 166,141 Phillips 66 shares in Q2 2026, an estimated $28.6M.
- Phillips 66 made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #508 holding.
- Massachusetts Financial Services first reported a position in Phillips 66 in Q3 2016 and has held it in 31 quarters since.
- Massachusetts Financial Services's Phillips 66 position peaked at $233M in Q4 2017.
- 2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.