Monetary Management Group’s Phillips 66 PSX Stock Holding History

Monetary Management Group’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	$335K	Hold	1,980	–	–	0.07%	181
2026 Q1	$361K	Sell	1,980 -300	-13%	-$47K	0.09%	168
2025 Q4	$294K	Hold	2,280	–	–	0.07%	180
2025 Q3	$310K	Hold	2,280	–	–	0.07%	179
2025 Q2	$272K	Hold	2,280	–	–	0.07%	180
2025 Q1	$282K	Hold	2,280	–	–	0.08%	172
2024 Q4	$260K	Hold	2,280	–	–	0.07%	181
2024 Q3	$300K	Hold	2,280	–	–	0.08%	176
2024 Q2	$322K	Sell	2,280 -397	-15%	-$58.8K	0.09%	171
2024 Q1	$437K	Hold	2,677	–	–	0.12%	143
2023 Q4	$356K	Hold	2,677	–	–	0.11%	154
2023 Q3	$322K	Hold	2,677	–	–	0.11%	159
2023 Q2	$255K	Hold	2,677	–	–	0.08%	172
2023 Q1	$271K	Hold	2,677	–	–	0.08%	169
2022 Q4	$279K	Hold	2,677	–	–	0.09%	171
2022 Q3	$216K	Hold	2,677	–	–	0.07%	179
2022 Q2	$219K	Hold	2,677	–	–	0.07%	176
2022 Q1	$231K	Hold	2,677	–	–	0.06%	181
2021 Q4	$194K	Hold	2,677	–	–	0.05%	196
2021 Q3	$187K	Sell	2,677 -250	-9%	-$18.1K	0.05%	194
2021 Q2	$251K	Buy	2,927 +100	+4%	+$8.44K	0.08%	163
2021 Q1	$231K	Hold	2,827	–	–	0.07%	167
2020 Q4	$198K	Sell	2,827 -2,500	-47%	-$147K	0.07%	165
2020 Q3	$276K	Hold	5,327	–	–	0.1%	134
2020 Q2	$383K	Buy	5,327 +1,250	+31%	+$88.5K	0.14%	111
2020 Q1	$219K	Sell	4,077 -800	-16%	-$65.1K	0.1%	125
2019 Q4	$543K	Hold	4,877	–	–	0.2%	109
2019 Q3	$499K	Hold	4,877	–	–	0.19%	113
2019 Q2	$456K	Sell	4,877 -2,800	-36%	-$251K	0.18%	114
2019 Q1	$731K	Buy	7,677 +2,800	+57%	+$266K	0.29%	93
2018 Q4	$420K	Hold	4,877	–	–	0.19%	106
2018 Q3	$550K	Hold	4,877	–	–	0.21%	98
2018 Q2	$548K	Hold	4,877	–	–	0.22%	99
2018 Q1	$468K	Hold	4,877	–	–	0.19%	102
2017 Q4	$493K	Hold	4,877	–	–	0.2%	97
2017 Q3	$447K	Hold	4,877	–	–	0.19%	102
2017 Q2	$403K	Buy	4,877 +100	+2%	+$7.85K	0.16%	119
2017 Q1	$378K	Buy	4,777 +200	+4%	+$16.1K	0.16%	117
2016 Q4	$395K	Hold	4,577	–	–	0.18%	105
2016 Q3	$369K	Hold	4,577	–	–	0.17%	106
2016 Q2	$363K	Sell	4,577 -250	-5%	-$20.4K	0.17%	110
2016 Q1	$418K	Hold	4,827	–	–	0.2%	98
2015 Q4	$395K	Hold	4,827	–	–	0.19%	101
2015 Q3	$371K	Hold	4,827	–	–	0.19%	110
2015 Q2	$389K	Hold	4,827	–	–	0.18%	109
2015 Q1	$379K	Hold	4,827	–	–	0.17%	110
2014 Q4	$346K	Sell	4,827 -100	-2%	-$7.38K	0.15%	119
2014 Q3	$401K	Hold	4,927	–	–	0.19%	111
2014 Q2	$396K	Sell	4,927 -1,025	-17%	-$84.4K	0.19%	111
2014 Q1	$459K	Hold	5,952	–	–	0.21%	106
2013 Q4	$459K	Hold	5,952	–	–	0.21%	102
2013 Q3	$344K	Hold	5,952	–	–	0.18%	115
2013 Q2	$350K	Buy	+5,952	New	+$374K	0.19%	117

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

Monetary Management Group's PSX Position: Q2 2026 in Review

Monetary Management Group held its Phillips 66 (PSX) position steady in Q2 2026 at 1,980 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #181.

Monetary Management Group first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $731K in Q1 2019. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Monetary Management Group held 1,980 shares of Phillips 66 worth $335K as of Q2 2026.
Monetary Management Group left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.07% of Monetary Management Group's portfolio in Q2 2026, its #181 holding.
Monetary Management Group first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
Monetary Management Group's Phillips 66 position peaked at $731K in Q1 2019.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.