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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mather Group's PSX Position: Q1 2026 in Review

Mather Group reduced its Phillips 66 (PSX) stake by 9.9% in Q1 2026, selling an estimated $82.9K and leaving 4,806 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #358.

Mather Group first reported a position in PSX in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.76M in Q2 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Mather Group held 4,806 shares of Phillips 66 worth $876K as of Q1 2026.
  • Mather Group sold 529 Phillips 66 shares in Q1 2026, an estimated $82.9K.
  • Phillips 66 made up 0.01% of Mather Group's portfolio in Q1 2026, its #358 holding.
  • Mather Group first reported a position in Phillips 66 in Q4 2019 and has held it in 24 quarters since.
  • Mather Group's Phillips 66 position peaked at $3.76M in Q2 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.