Mercer Global Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.1M | Buy |
154,232
+25,486
| +20% | +$4.39M | 0.03% | 297 |
|
|
2026
Q1 | $23.5M | Buy |
128,746
+17,919
| +16% | +$2.81M | 0.03% | 287 |
|
|
2025
Q4 | $14.3M | Buy |
110,827
+25,240
| +29% | +$3.4M | 0.02% | 403 |
|
|
2025
Q3 | $11.6M | Buy |
85,587
+28,552
| +50% | +$3.66M | 0.02% | 427 |
|
|
2025
Q2 | $6.8M | Sell |
57,035
-2,279
| -4% | -$255K | 0.01% | 489 |
|
|
2025
Q1 | $7.32M | Sell |
59,314
-29,177
| -33% | -$3.6M | 0.02% | 447 |
|
|
2024
Q4 | $10.1M | Sell |
88,491
-25,863
| -23% | -$3.29M | 0.02% | 354 |
|
|
2024
Q3 | $15.2M | Buy |
114,354
+2,074
| +2% | +$280K | 0.04% | 251 |
|
|
2024
Q2 | $15.9M | Buy |
112,280
+2,582
| +2% | +$382K | 0.04% | 225 |
|
|
2024
Q1 | $17.9M | Buy |
109,698
+8,471
| +8% | +$1.22M | 0.05% | 212 |
|
|
2023
Q4 | $13.5M | Buy |
101,227
+13,232
| +15% | +$1.58M | 0.04% | 249 |
|
|
2023
Q3 | $10.6M | Sell |
87,995
-7,597
| -8% | -$853K | 0.04% | 262 |
|
|
2023
Q2 | $9.12M | Buy |
95,592
+11,605
| +14% | +$1.13M | 0.04% | 315 |
|
|
2023
Q1 | $8.52M | Sell |
83,987
-6,540
| -7% | -$665K | 0.04% | 299 |
|
|
2022
Q4 | $9.42M | Sell |
90,527
-30,210
| -25% | -$3.09M | 0.05% | 278 |
|
|
2022
Q3 | $9.75M | Buy |
120,737
+14,027
| +13% | +$1.2M | 0.06% | 229 |
|
|
2022
Q2 | $8.75M | Sell |
106,710
-1,006
| -0.9% | -$93.1K | 0.05% | 252 |
|
|
2022
Q1 | $9.31M | Sell |
107,716
-2,599
| -2% | -$219K | 0.05% | 240 |
|
|
2021
Q4 | $7.99M | Buy |
110,315
+1,689
| +2% | +$128K | 0.05% | 272 |
|
|
2021
Q3 | $7.61M | Buy |
108,626
+1,144
| +1% | +$82.8K | 0.05% | 270 |
|
|
2021
Q2 | $9.22M | Sell |
107,482
-2,675
| -2% | -$226K | 0.07% | 213 |
|
|
2021
Q1 | $8.98M | Buy |
110,157
+1,175
| +1% | +$92.2K | 0.08% | 194 |
|
|
2020
Q4 | $7.62M | Sell |
108,982
-3,496
| -3% | -$205K | 0.1% | 163 |
|
|
2020
Q3 | $5.83M | Buy |
112,478
+3,406
| +3% | +$208K | 0.09% | 175 |
|
|
2020
Q2 | $7.84M | Buy |
109,072
+1,156
| +1% | +$81.8K | 0.14% | 102 |
|
|
2020
Q1 | $5.79M | Sell |
107,916
-3,740
| -3% | -$304K | 0.13% | 143 |
|
|
2019
Q4 | $12.4M | Buy |
111,656
+8,762
| +9% | +$984K | 0.25% | 81 |
|
|
2019
Q3 | $10.5M | Buy |
102,894
+5,053
| +5% | +$506K | 0.25% | 83 |
|
|
2019
Q2 | $9.15M | Sell |
97,841
-3,636
| -4% | -$326K | 0.24% | 86 |
|
|
2019
Q1 | $9.66M | Buy |
+101,477
| New | +$9.65M | 0.35% | 56 |
|
Other funds holding PSX
EIM
Mercer Global Advisors's PSX Position: Q2 2026 in Review
Mercer Global Advisors increased its Phillips 66 (PSX) stake by 20% in Q2 2026, buying an estimated $4.39M and bringing the position to 154,232 shares worth $26.1M. The position accounts for 0.03% of the portfolio, ranked #297.
Mercer Global Advisors first reported a position in PSX in Q1 2019 and has held it in 30 quarters since. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Mercer Global Advisors held 154,232 shares of Phillips 66 worth $26.1M as of Q2 2026.
- Mercer Global Advisors bought 25,486 Phillips 66 shares in Q2 2026, an estimated $4.39M.
- Phillips 66 made up 0.03% of Mercer Global Advisors's portfolio in Q2 2026, its #297 holding.
- Mercer Global Advisors first reported a position in Phillips 66 in Q1 2019 and has held it in 30 quarters since.
- 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.