Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s Phillips 66 PSX Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$34.3M Buy
202,921
+33,826
+20% +$5.82M 0.08% 252
2026
Q1 		$30.8M Sell
169,095
-14,612
-8% -$2.29M 0.08% 255
2025
Q4 		$23.7M Buy
183,707
+7,374
+4% +$993K 0.06% 314
2025
Q3 		$24M Buy
176,333
+2,190
+1% +$281K 0.05% 343
2025
Q2 		$20.8M Sell
174,143
-31,080
-15% -$3.48M 0.05% 369
2025
Q1 		$25.3M Sell
205,223
-4,345
-2% -$535K 0.07% 301
2024
Q4 		$23.9M Sell
209,568
-12,934
-6% -$1.65M 0.06% 338
2024
Q3 		$29.2M Sell
222,502
-3,586
-2% -$484K 0.07% 299
2024
Q2 		$31.9M Sell
226,088
-46,314
-17% -$6.86M 0.08% 270
2024
Q1 		$44.5M Sell
272,402
-24,756
-8% -$3.57M 0.1% 227
2023
Q4 		$39.6M Sell
297,158
-35,664
-11% -$4.26M 0.09% 236
2023
Q3 		$40M Sell
332,822
-4,795
-1% -$538K 0.1% 223
2023
Q2 		$32.2M Sell
337,617
-6,997
-2% -$680K 0.07% 286
2023
Q1 		$34.9M Buy
344,614
+4,894
+1% +$498K 0.09% 265
2022
Q4 		$35.4M Buy
339,720
+12,319
+4% +$1.26M 0.09% 253
2022
Q3 		$26.4M Buy
327,401
+21,764
+7% +$1.85M 0.07% 288
2022
Q2 		$25.1M Buy
305,637
+42,468
+16% +$3.93M 0.06% 307
2022
Q1 		$22.7M Buy
263,169
+18,304
+7% +$1.54M 0.05% 363
2021
Q4 		$17.7M Sell
244,865
-9,009
-4% -$681K 0.04% 452
2021
Q3 		$17.8M Sell
253,874
-19,290
-7% -$1.4M 0.04% 446
2021
Q2 		$23.4M Sell
273,164
-36,618
-12% -$3.09M 0.05% 397
2021
Q1 		$24.6M Sell
309,782
-110,495
-26% -$8.67M 0.05% 371
2020
Q4 		$29.4M Sell
420,277
-44,878
-10% -$2.63M 0.06% 339
2020
Q3 		$24.1M Sell
465,155
-26,999
-5% -$1.65M 0.05% 351
2020
Q2 		$35.4M Sell
492,154
-23,707
-5% -$1.68M 0.09% 249
2020
Q1 		$27.7M Buy
515,861
+43,308
+9% +$3.52M 0.08% 266
2019
Q4 		$52.6M Sell
472,553
-26,939
-5% -$3.03M 0.13% 180
2019
Q3 		$51.6M Buy
499,492
+92,645
+23% +$9.29M 0.13% 173
2019
Q2 		$37.3M Buy
406,847
+10,820
+3% +$971K 0.13% 193
2019
Q1 		$37.9M Buy
396,027
+2,469
+0.6% +$235K 0.14% 168
2018
Q4 		$33.9M Buy
393,558
+14,920
+4% +$1.46M 0.14% 169
2018
Q3 		$42.7M Sell
378,638
-566,747
-60% -$65.5M 0.15% 161
2018
Q2 		$106M Buy
945,385
+51,993
+6% +$5.84M 0.18% 125
2018
Q1 		$85.7M Sell
893,392
-54,608
-6% -$5.32M 0.15% 152
2017
Q4 		$95.9M Sell
948,000
-1,053
-0.1% -$100K 0.17% 140
2017
Q3 		$86.9M Sell
949,053
-30,946
-3% -$2.62M 0.16% 145
2017
Q2 		$81M Sell
979,999
-69,326
-7% -$5.44M 0.16% 150
2017
Q1 		$83.1M Buy
1,049,325
+39,846
+4% +$3.21M 0.17% 146
2016
Q4 		$87.2M Sell
1,009,479
-41,429
-4% -$3.44M 0.18% 129
2016
Q3 		$84.7M Buy
1,050,908
+9,868
+0.9% +$767K 0.18% 136
2016
Q2 		$82.6M Sell
1,041,040
-141,818
-12% -$11.6M 0.18% 132
2016
Q1 		$102M Buy
1,182,858
+17,950
+2% +$1.46M 0.23% 105
2015
Q4 		$95.3M Buy
1,164,908
+1,456
+0.1% +$126K 0.22% 111
2015
Q3 		$89.4M Buy
1,163,452
+1,141
+0.1% +$90.7K 0.22% 109
2015
Q2 		$93.6M Buy
1,162,311
+37
+0% +$2.94K 0.21% 115
2015
Q1 		$91.4M Buy
1,162,274
+20,136
+2% +$1.48M 0.21% 113
2014
Q4 		$81.9M Sell
1,142,138
-225,167
-16% -$16.6M 0.19% 123
2014
Q3 		$111M Sell
1,367,305
-168,516
-11% -$14M 0.27% 85
2014
Q2 		$124M Buy
1,535,821
+370,499
+32% +$30.5M 0.29% 81
2014
Q1 		$89.8M Sell
1,165,322
-16,376
-1% -$1.25M 0.22% 106
2013
Q4 		$91.1M Sell
1,181,698
-36,925
-3% -$2.46M 0.22% 104
2013
Q3 		$70.5M Buy
1,218,623
+4,362
+0.4% +$253K 0.19% 128
2013
Q2 		$71.5M Buy
+1,214,261
New +$76.3M 0.2% 120

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's PSX Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking increased its Phillips 66 (PSX) stake by 20% in Q2 2026, buying an estimated $5.82M and bringing the position to 202,921 shares worth $34.3M. The position accounts for 0.08% of the portfolio, ranked #252.

Mitsubishi UFJ Trust & Banking first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $124M in Q2 2014. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 202,921 shares of Phillips 66 worth $34.3M as of Q2 2026.
  • Mitsubishi UFJ Trust & Banking bought 33,826 Phillips 66 shares in Q2 2026, an estimated $5.82M.
  • Phillips 66 made up 0.08% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #252 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • Mitsubishi UFJ Trust & Banking's Phillips 66 position peaked at $124M in Q2 2014.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.