Meeder Asset Management’s Phillips 66 PSX Stock Holding History

Meeder Asset 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 Q1	$1.49M	Buy	8,176 +8,000	+4,545%	+$1.25M	0.09%	139
2025 Q4	$22.7K	Sell	176 -11	-6%	-$1.48K	﹤0.01%	511
2025 Q3	$25.4K	Buy	187 +6	+3%	+$769	﹤0.01%	389
2025 Q2	$21.6K	Buy	181 +28	+18%	+$3.14K	﹤0.01%	509
2025 Q1	$18.9K	Buy	+153	New	+$18.9K	﹤0.01%	549
2024 Q2	–	Sell	-7,855	Closed	-$1.28M	–	966
2024 Q1	$1.28M	Buy	+7,855	New	+$1.13M	0.08%	148
2023 Q4	–	Sell	-56,968	Closed	-$6.84M	–	552
2023 Q3	$6.84M	Buy	56,968 +22,184	+64%	+$2.49M	0.54%	44
2023 Q2	$3.32M	Sell	34,784 -6,004	-15%	-$584K	0.24%	97
2023 Q1	$4.14M	Sell	40,788 -1,582	-4%	-$161K	0.33%	74
2022 Q4	$4.41M	Buy	42,370 +17,005	+67%	+$1.74M	0.39%	67
2022 Q3	$2.05M	Buy	25,365 +2,598	+11%	+$221K	0.12%	150
2022 Q2	$1.87M	Buy	22,767 +6,089	+37%	+$563K	0.11%	161
2022 Q1	$1.44M	Buy	+16,678	New	+$1.4M	0.07%	205
2021 Q4	–	Sell	-4,147	Closed	-$290K	–	2048
2021 Q3	$290K	Sell	4,147 -3,213	-44%	-$233K	0.02%	634
2021 Q2	$632K	Sell	7,360 -3,090	-30%	-$261K	0.03%	394
2021 Q1	$852K	Buy	10,450 +7,291	+231%	+$572K	0.04%	300
2020 Q4	$221K	Buy	3,159 +878	+38%	+$51.5K	0.05%	291
2020 Q3	$118K	Sell	2,281 -33,201	-94%	-$2.03M	0.01%	740
2020 Q2	$2.55M	Buy	35,482 +26,367	+289%	+$1.87M	0.17%	115
2020 Q1	$489K	Sell	9,115 -83,476	-90%	-$6.79M	0.04%	338
2019 Q4	$10.3M	Buy	92,591 +1,639	+2%	+$184K	0.63%	38
2019 Q3	$9.31M	Sell	90,952 -4,904	-5%	-$491K	0.62%	40
2019 Q2	$8.97M	Buy	95,856 +8,565	+10%	+$768K	0.63%	43
2019 Q1	$8.31M	Buy	87,291 +3,667	+4%	+$349K	0.66%	41
2018 Q4	$7.2M	Buy	83,624 +5,473	+7%	+$535K	0.64%	40
2018 Q3	$8.81M	Buy	78,151 +11,716	+18%	+$1.35M	0.66%	39
2018 Q2	$7.46M	Buy	66,435 +5,947	+10%	+$669K	0.64%	33
2018 Q1	$5.8M	Buy	60,488 +5,916	+11%	+$576K	0.54%	44
2017 Q4	$5.52M	Sell	54,572 -3,694	-6%	-$351K	0.47%	47
2017 Q3	$5.34M	Buy	58,266 +56,866	+4,062%	+$4.82M	0.58%	38
2017 Q2	$116K	Buy	+1,400	New	+$110K	0.01%	538
2016 Q4	–	Sell	-3,758	Closed	-$303K	–	1036
2016 Q3	$303K	Sell	3,758 -15,679	-81%	-$1.22M	0.03%	496
2016 Q2	$1.54M	Sell	19,437 -4,762	-20%	-$389K	0.14%	148
2016 Q1	$2.1M	Sell	24,199 -39,862	-62%	-$3.24M	0.2%	112
2015 Q4	$5.24M	Buy	64,061 +59,386	+1,270%	+$5.12M	0.47%	43
2015 Q3	$359K	Sell	4,675 -18,520	-80%	-$1.47M	0.04%	439
2015 Q2	$1.87M	Sell	23,195 -12	-0.1%	-$954	0.19%	159
2015 Q1	$1.82M	Buy	+23,207	New	+$1.7M	0.2%	158
2014 Q2	–	Sell	-83,790	Closed	-$6.46M	–	364
2014 Q1	$6.46M	Hold	83,790	–	–	1.06%	26
2013 Q4	$6.46M	Buy	+83,790	New	+$5.59M	1.1%	26
2013 Q3	–	Sell	-107,675	Closed	-$6.34M	–	374
2013 Q2	$6.34M	Buy	+107,675	New	+$6.77M	1.26%	21

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Meeder Asset Management's PSX Position: Q1 2026 in Review

Meeder Asset Management increased its Phillips 66 (PSX) stake by 4,545% in Q1 2026, buying an estimated $1.25M and bringing the position to 8,176 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #139.

Meeder Asset Management first reported a position in PSX in Q2 2013 and has held it in 41 quarters since. The position peaked at $10.3M in Q4 2019. 2,120 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Meeder Asset Management held 8,176 shares of Phillips 66 worth $1.49M as of Q1 2026.
Meeder Asset Management bought 8,000 Phillips 66 shares in Q1 2026, an estimated $1.25M.
Phillips 66 made up 0.09% of Meeder Asset Management's portfolio in Q1 2026, its #139 holding.
Meeder Asset Management first reported a position in Phillips 66 in Q2 2013 and has held it in 41 quarters since.
Meeder Asset Management's Phillips 66 position peaked at $10.3M in Q4 2019.
2,120 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Meeder Asset Management's 13F filing for Q1 2026, filed 7 May 2026.