Mechanics Financial Corp’s Phillips 66 PSX Stock Holding History

Mechanics Financial Corp’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	$169K	Hold	1,000	–	–	0.06%	128
2026 Q1	$182K	Hold	1,000	–	–	0.08%	120
2025 Q4	$129K	Hold	1,000	–	–	0.05%	131
2025 Q3	$136K	Hold	1,000	–	–	0.05%	126
2025 Q2	$119K	Hold	1,000	–	–	0.05%	133
2025 Q1	$123K	Hold	1,000	–	–	0.06%	132
2024 Q4	$114K	Hold	1,000	–	–	0.05%	130
2024 Q3	$131K	Hold	1,000	–	–	0.06%	130
2024 Q2	$141K	Hold	1,000	–	–	0.07%	127
2024 Q1	$163K	Hold	1,000	–	–	0.09%	119
2023 Q4	$133K	Hold	1,000	–	–	0.08%	125
2023 Q3	$120K	Hold	1,000	–	–	0.07%	123
2023 Q2	$95.4K	Hold	1,000	–	–	0.05%	135
2023 Q1	$101K	Sell	1,000 -453	-31%	-$46.1K	0.06%	134
2022 Q4	$151K	Buy	1,453 +453	+45%	+$46.3K	0.09%	119
2022 Q3	$81K	Sell	1,000 -150	-13%	-$12.8K	0.05%	141
2022 Q2	$94K	Hold	1,150	–	–	0.06%	139
2022 Q1	$99K	Hold	1,150	–	–	0.05%	138
2021 Q4	$83K	Buy	+1,150	New	+$86.9K	0.04%	139

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mechanics Financial Corp's PSX Position: Q2 2026 in Review

Mechanics Financial Corp held its Phillips 66 (PSX) position steady in Q2 2026 at 1,000 shares worth $169K. The position accounts for 0.06% of the portfolio, ranked #128.

Mechanics Financial Corp first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $182K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Mechanics Financial Corp held 1,000 shares of Phillips 66 worth $169K as of Q2 2026.
Mechanics Financial Corp left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.06% of Mechanics Financial Corp's portfolio in Q2 2026, its #128 holding.
Mechanics Financial Corp first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
Mechanics Financial Corp's Phillips 66 position peaked at $182K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.