MFA
PSX icon

Mayflower Financial Advisors’s Phillips 66 PSX Stock Holding History

Mayflower Financial Advisors’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 		$474K Sell
2,803
-37
-1% -$6.37K 0.04% 293
2026
Q1 		$517K Sell
2,840
-218
-7% -$34.2K 0.06% 257
2025
Q4 		$395K Sell
3,058
-27
-0.9% -$3.63K 0.05% 285
2025
Q3 		$420K Sell
3,085
-74
-2% -$9.48K 0.05% 279
2025
Q2 		$377K Sell
3,159
-241
-7% -$27K 0.05% 280
2025
Q1 		$420K Sell
3,400
-32
-0.9% -$3.94K 0.06% 256
2024
Q4 		$391K Buy
3,432
+30
+0.9% +$3.82K 0.06% 254
2024
Q3 		$447K Buy
3,402
+1
+0% +$135 0.07% 240
2024
Q2 		$480K Buy
3,401
+26
+0.8% +$3.85K 0.08% 218
2024
Q1 		$551K Sell
3,375
-152
-4% -$21.9K 0.09% 195
2023
Q4 		$470K Sell
3,527
-401
-10% -$47.9K 0.06% 208
2023
Q3 		$472K Sell
3,928
-82
-2% -$9.2K 0.07% 200
2023
Q2 		$382K Sell
4,010
-78
-2% -$7.58K 0.05% 246
2023
Q1 		$414K Buy
4,088
+2
+0% +$203 0.05% 231
2022
Q4 		$425K Sell
4,086
-177
-4% -$18.1K 0.06% 220
2022
Q3 		$344K Buy
4,263
+308
+8% +$26.3K 0.06% 235
2022
Q2 		$324K Buy
3,955
+96
+2% +$8.88K 0.05% 241
2022
Q1 		$333K Buy
3,859
+292
+8% +$24.6K 0.04% 253
2021
Q4 		$258K Sell
3,567
-706
-17% -$53.4K 0.03% 288
2021
Q3 		$354K Buy
4,273
+769
+22% +$55.7K 0.05% 236
2021
Q2 		$301K Buy
3,504
+1,040
+42% +$87.8K 0.04% 243
2021
Q1 		$201K Buy
+2,464
New +$193K 0.03% 279

Other funds holding PSX

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
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
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Mayflower Financial Advisors's PSX Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Phillips 66 (PSX) stake by 1.3% in Q2 2026, selling an estimated $6.37K and leaving 2,803 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #293.

Mayflower Financial Advisors first reported a position in PSX in Q1 2021 and has held it in 22 quarters since. The position peaked at $551K in Q1 2024. 717 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Mayflower Financial Advisors held 2,803 shares of Phillips 66 worth $474K as of Q2 2026.
  • Mayflower Financial Advisors sold 37 Phillips 66 shares in Q2 2026, an estimated $6.37K.
  • Phillips 66 made up 0.04% of Mayflower Financial Advisors's portfolio in Q2 2026, its #293 holding.
  • Mayflower Financial Advisors first reported a position in Phillips 66 in Q1 2021 and has held it in 22 quarters since.
  • Mayflower Financial Advisors's Phillips 66 position peaked at $551K in Q1 2024.
  • 717 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.