Massachusetts Financial Services
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Massachusetts Financial Services’s Phillips 66 PSX Stock Holding History

Massachusetts Financial Services’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 		$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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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. 1,311 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.
  • 1,311 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.