Mather Group
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Mather Group’s Phillips 66 PSX Stock Holding History

Mather Group’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
Q3 		$1.75M Buy
6,851
+129
+2% +$29.5K 0.01% 282
2026
Q2 		$1.14M Buy
6,722
+1,916
+40% +$330K 0.01% 356
2026
Q1 		$876K Sell
4,806
-529
-10% -$82.9K 0.01% 358
2025
Q4 		$688K Sell
5,335
-1,576
-23% -$212K 0.01% 346
2025
Q3 		$940K Sell
6,911
-65
-0.9% -$8.33K 0.01% 289
2025
Q2 		$832K Buy
6,976
+734
+12% +$82.2K 0.01% 295
2025
Q1 		$771K Sell
6,242
-2,531
-29% -$312K 0.01% 291
2024
Q4 		$999K Sell
8,773
-41
-0.5% -$5.22K 0.01% 242
2024
Q3 		$1.16M Sell
8,814
-14,181
-62% -$1.91M 0.01% 225
2024
Q2 		$3.76M Buy
22,995
+13,551
+143% +$2.01M 0.05% 134
2024
Q1 		$1.26M Sell
9,444
-5,787
-38% -$834K 0.02% 198
2023
Q4 		$2.03M Sell
15,231
-2,459
-14% -$294K 0.03% 160
2023
Q3 		$2.13M Sell
17,690
-1,209
-6% -$136K 0.04% 150
2023
Q2 		$1.8M Buy
18,899
+280
+2% +$27.2K 0.03% 168
2023
Q1 		$1.89M Sell
18,619
-1,123
-6% -$114K 0.03% 152
2022
Q4 		$2.05M Sell
19,742
-1,900
-9% -$194K 0.04% 138
2022
Q3 		$1.75M Buy
21,642
+2,003
+10% +$171K 0.04% 142
2022
Q2 		$1.61M Buy
19,639
+5,977
+44% +$553K 0.04% 140
2022
Q1 		$1.18M Buy
13,662
+486
+4% +$40.9K 0.02% 154
2021
Q4 		$955K Sell
13,176
-493
-4% -$37.3K 0.02% 155
2021
Q3 		$957K Buy
13,669
+7,711
+129% +$558K 0.02% 120
2021
Q2 		$511K Buy
5,958
+63
+1% +$5.32K 0.01% 160
2021
Q1 		$481K Sell
5,895
-66
-1% -$5.18K 0.01% 152
2020
Q4 		$417K Sell
5,961
-646
-10% -$37.9K 0.01% 152
2020
Q3 		$343K Buy
+6,607
New +$403K 0.01% 171
2020
Q1 		– Sell
-2,778
Closed -$309K – 174
2019
Q4 		$309K Buy
+2,778
New +$312K 0.02% 127

Other funds holding PSX

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return

Mather Group's PSX Position: Q3 2026 in Review

Mather Group increased its Phillips 66 (PSX) stake by 1.9% in Q3 2026, buying an estimated $29.5K and bringing the position to 6,851 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #282.

Mather Group first reported a position in PSX in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.76M in Q2 2024. 667 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Mather Group held 6,851 shares of Phillips 66 worth $1.75M as of Q3 2026.
  • Mather Group bought 129 Phillips 66 shares in Q3 2026, an estimated $29.5K.
  • Phillips 66 made up 0.01% of Mather Group's portfolio in Q3 2026, its #282 holding.
  • Mather Group first reported a position in Phillips 66 in Q4 2019 and has held it in 26 quarters since.
  • Mather Group's Phillips 66 position peaked at $3.76M in Q2 2024.
  • 667 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.