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Mattson Financial Services’s Phillips 66 PSX Stock Holding History

Mattson 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
2025
Q2 		– Sell
-300
Closed -$37K – 299
2025
Q1 		$37K Hold
300
– – 0.01% 191
2024
Q4 		$39.4K Buy
+300
New +$38.2K 0.01% 183

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State Street
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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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mattson Financial Services's PSX Position: Q2 2025 in Review

Mattson Financial Services sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 300 shares — an estimated $37K sold.

Mattson Financial Services first reported a position in PSX in Q4 2024 and held it in 2 quarters. The position peaked at $39.4K in Q4 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Mattson Financial Services reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 300 Phillips 66 shares in Q2 2025, an estimated $37K.
  • Mattson Financial Services first reported a position in Phillips 66 in Q4 2024 and held it in 2 quarters.
  • Mattson Financial Services's Phillips 66 position peaked at $39.4K in Q4 2024.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.