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Mattern Wealth Management’s Phillips 66 PSX Stock Holding History

Mattern Wealth Management’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 		$2.55M Sell
15,103
-50
-0.3% -$8.61K 0.42% 40
2026
Q1 		$2.76M Buy
15,153
+24
+0.2% +$3.76K 0.54% 34
2025
Q4 		$1.95M Sell
15,129
-269
-2% -$36.2K 0.38% 43
2025
Q3 		$2.09M Sell
15,398
-383
-2% -$49.1K 0.42% 42
2025
Q2 		$1.88M Sell
15,781
-2,630
-14% -$295K 0.39% 45
2025
Q1 		$2.27M Sell
18,411
-1,577
-8% -$194K 0.5% 39
2024
Q4 		$2.28M Sell
19,988
-919
-4% -$117K 0.5% 43
2024
Q3 		$2.75M Sell
20,907
-13,715
-40% -$1.85M 0.6% 38
2024
Q2 		$4.89M Sell
34,622
-2,063
-6% -$305K 1.18% 19
2024
Q1 		$5.99M Buy
36,685
+74
+0.2% +$10.7K 1.46% 13
2023
Q4 		$4.87M Buy
36,611
+1,237
+3% +$148K 1.25% 15
2023
Q3 		$4.25M Buy
35,374
+710
+2% +$79.7K 1.25% 14
2023
Q2 		$3.31M Buy
34,664
+4,276
+14% +$416K 0.96% 24
2023
Q1 		$3.08M Sell
30,388
-67
-0.2% -$6.81K 1.02% 21
2022
Q4 		$3.17M Buy
30,455
+3,616
+13% +$370K 1.28% 19
2022
Q3 		$2.17M Buy
26,839
+436
+2% +$37.2K 0.87% 32
2022
Q2 		$2.17M Buy
26,403
+870
+3% +$80.5K 0.85% 32
2022
Q1 		$2.21M Buy
25,533
+6,412
+34% +$539K 0.72% 40
2021
Q4 		$1.39M Buy
19,121
+400
+2% +$30.2K 0.41% 64
2021
Q3 		$1.31M Sell
18,721
-298
-2% -$21.6K 0.44% 64
2021
Q2 		$1.42M Buy
19,019
+5,156
+37% +$435K 0.45% 62
2021
Q1 		$1.13M Sell
13,863
-3,254
-19% -$255K 0.4% 69
2020
Q4 		$1.2M Buy
17,117
+274
+2% +$16.1K 0.45% 64
2020
Q3 		$873K Buy
16,843
+44
+0.3% +$2.69K 0.37% 77
2020
Q2 		$1.21M Sell
16,799
-2,257
-12% -$160K 0.59% 54
2020
Q1 		$1.02M Buy
19,056
+628
+3% +$51.1K 0.74% 42
2019
Q4 		$2.05M Buy
+18,428
New +$2.07M 1.23% 26

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mattern Wealth Management's PSX Position: Q2 2026 in Review

Mattern Wealth Management reduced its Phillips 66 (PSX) stake by 0.33% in Q2 2026, selling an estimated $8.61K and leaving 15,103 shares worth $2.55M. The position accounts for 0.42% of the portfolio, ranked #40.

Mattern Wealth Management first reported a position in PSX in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.99M in Q1 2024. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Mattern Wealth Management held 15,103 shares of Phillips 66 worth $2.55M as of Q2 2026.
  • Mattern Wealth Management sold 50 Phillips 66 shares in Q2 2026, an estimated $8.61K.
  • Phillips 66 made up 0.42% of Mattern Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Mattern Wealth Management first reported a position in Phillips 66 in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Phillips 66 position peaked at $5.99M in Q1 2024.
  • 2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.