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MassMutual Private Wealth & Trust’s Phillips 66 PSX Stock Holding History

MassMutual Private Wealth & Trust’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 		$798K Buy
4,721
+40
+0.9% +$6.89K 0.02% 270
2026
Q1 		$853K Sell
4,681
-283
-6% -$44.3K 0.02% 263
2025
Q4 		$641K Sell
4,964
-2
-0% -$269 0.02% 283
2025
Q3 		$675K Sell
4,966
-932
-16% -$119K 0.02% 285
2025
Q2 		$704K Sell
5,898
-166
-3% -$18.6K 0.02% 286
2025
Q1 		$749K Buy
6,064
+229
+4% +$28.2K 0.02% 278
2024
Q4 		$665K Buy
5,835
+65
+1% +$8.27K 0.02% 289
2024
Q3 		$758K Sell
5,770
-73
-1% -$9.86K 0.02% 267
2024
Q2 		$825K Sell
5,843
-238
-4% -$35.2K 0.03% 253
2024
Q1 		$993K Buy
6,081
+479
+9% +$69K 0.03% 237
2023
Q4 		$746K Sell
5,602
-6,396
-53% -$764K 0.03% 249
2023
Q3 		$1.44M Buy
11,998
+322
+3% +$36.1K 0.05% 205
2023
Q2 		$1.11M Buy
11,676
+104
+0.9% +$10.1K 0.04% 214
2023
Q1 		$1.17M Buy
11,572
+846
+8% +$86K 0.04% 211
2022
Q4 		$1.12M Buy
10,726
+3,118
+41% +$319K 0.05% 215
2022
Q3 		$614K Sell
7,608
-205
-3% -$17.5K 0.03% 252
2022
Q2 		$641K Sell
7,813
-28
-0.4% -$2.59K 0.03% 250
2022
Q1 		$677K Buy
7,841
+232
+3% +$19.5K 0.03% 260
2021
Q4 		$551K Buy
7,609
+5,273
+226% +$399K 0.02% 282
2021
Q3 		$164K Buy
2,336
+529
+29% +$38.3K 0.01% 347
2021
Q2 		$155K Buy
1,807
+715
+65% +$60.4K 0.01% 355
2021
Q1 		$89K Buy
1,092
+17
+2% +$1.33K ﹤0.01% 397
2020
Q4 		$75K Buy
1,075
+29
+3% +$1.7K ﹤0.01% 412
2020
Q3 		$54K Sell
1,046
-388
-27% -$23.7K ﹤0.01% 411
2020
Q2 		$103K Sell
1,434
-64
-4% -$4.53K 0.01% 364
2020
Q1 		$80K Sell
1,498
-918
-38% -$74.7K 0.01% 346
2019
Q4 		$269K Sell
2,416
-151
-6% -$17K 0.02% 325
2019
Q3 		$263K Sell
2,567
-1,515
-37% -$152K 0.02% 327
2019
Q2 		$382K Sell
4,082
-36
-0.9% -$3.23K 0.03% 289
2019
Q1 		$392K Buy
4,118
+102
+3% +$9.7K 0.03% 292
2018
Q4 		$346K Buy
4,016
+471
+13% +$46K 0.03% 277
2018
Q3 		$400K Sell
3,545
-138
-4% -$16K 0.03% 285
2018
Q2 		$414K Sell
3,683
-90
-2% -$10.1K 0.03% 272
2018
Q1 		$362K Buy
3,773
+75
+2% +$7.3K 0.03% 277
2017
Q4 		$374K Buy
3,698
+55
+2% +$5.23K 0.03% 274
2017
Q3 		$334K Buy
3,643
+2,075
+132% +$176K 0.03% 292
2017
Q2 		$130K Buy
1,568
+20
+1% +$1.57K 0.01% 369
2017
Q1 		$123K Sell
1,548
-282
-15% -$22.7K 0.01% 374
2016
Q4 		$158K Buy
+1,830
New +$152K 0.02% 287
2016
Q2 		$104K Buy
1,312
+65
+5% +$5.31K 0.01% 357
2016
Q1 		$108K Sell
1,247
-425
-25% -$34.5K 0.01% 324
2015
Q4 		$137K Buy
1,672
+552
+49% +$47.6K 0.02% 306
2015
Q3 		$91.1K Buy
1,120
+38
+4% +$3.02K 0.02% 332
2015
Q2 		$87K Sell
1,082
-657
-38% -$52.2K 0.02% 330
2015
Q1 		$137K Buy
1,739
+324
+23% +$23.8K 0.02% 314
2014
Q4 		$101K Buy
1,415
+295
+26% +$21.8K 0.03% 218
2014
Q3 		$91.1K Buy
1,120
+38
+4% +$3.16K 0.02% 324
2014
Q2 		$87K Buy
1,082
+456
+73% +$37.6K 0.03% 201
2014
Q1 		$48.2K Buy
626
+100
+19% +$7.61K 0.03% 205
2013
Q4 		$40.6K Buy
+526
New +$35.1K 0.04% 197

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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 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

MassMutual Private Wealth & Trust's PSX Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Phillips 66 (PSX) stake by 0.85% in Q2 2026, buying an estimated $6.89K and bringing the position to 4,721 shares worth $798K. The position accounts for 0.02% of the portfolio, ranked #270.

MassMutual Private Wealth & Trust first reported a position in PSX in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.44M in Q3 2023. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • MassMutual Private Wealth & Trust held 4,721 shares of Phillips 66 worth $798K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 40 Phillips 66 shares in Q2 2026, an estimated $6.89K.
  • Phillips 66 made up 0.02% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #270 holding.
  • MassMutual Private Wealth & Trust first reported a position in Phillips 66 in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Phillips 66 position peaked at $1.44M in Q3 2023.
  • 964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.