MIM
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MTM Investment Management’s Phillips 66 PSX Stock Holding History

MTM Investment 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
Q2 		$492K Sell
2,912
-100
-3% -$17.2K 0.14% 135
2026
Q1 		$549K Hold
3,012
– – 0.17% 118
2025
Q4 		$389K Hold
3,012
– – 0.12% 146
2025
Q3 		$410K Sell
3,012
-466
-13% -$59.7K 0.13% 143
2025
Q2 		$415K Buy
3,478
+141
+4% +$15.8K 0.14% 137
2025
Q1 		$415K Sell
3,337
-30
-0.9% -$3.7K 0.16% 134
2024
Q4 		$384K Buy
3,367
+18
+0.5% +$2.29K 0.15% 142
2024
Q3 		$464K Sell
3,349
-200
-6% -$27K 0.18% 124
2024
Q2 		$501K Hold
3,549
– – 0.21% 110
2024
Q1 		$580K Buy
3,549
+19
+0.5% +$2.74K 0.24% 102
2023
Q4 		$470K Hold
3,530
– – 0.21% 107
2023
Q3 		$424K Buy
3,530
+100
+3% +$11.2K 0.21% 106
2023
Q2 		$327K Hold
3,430
– – 0.16% 127
2023
Q1 		$348K Hold
3,430
– – 0.18% 117
2022
Q4 		$357K Hold
3,430
– – 0.19% 116
2022
Q3 		$277K Hold
3,430
– – 0.16% 128
2022
Q2 		$289K Hold
3,430
– – 0.16% 134
2022
Q1 		$296K Sell
3,430
-500
-13% -$42.1K 0.14% 137
2021
Q4 		$285K Sell
3,930
-2,660
-40% -$201K 0.14% 139
2021
Q3 		$461K Hold
6,590
– – 0.25% 101
2021
Q2 		$566K Hold
6,590
– – 0.3% 92
2021
Q1 		$537K Sell
6,590
-481
-7% -$37.7K 0.3% 89
2020
Q4 		$495K Buy
+7,071
New +$415K 0.31% 89

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

MTM Investment Management's PSX Position: Q2 2026 in Review

MTM Investment Management reduced its Phillips 66 (PSX) stake by 3.3% in Q2 2026, selling an estimated $17.2K and leaving 2,912 shares worth $492K. The position accounts for 0.14% of the portfolio, ranked #135.

MTM Investment Management first reported a position in PSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $580K in Q1 2024. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • MTM Investment Management held 2,912 shares of Phillips 66 worth $492K as of Q2 2026.
  • MTM Investment Management sold 100 Phillips 66 shares in Q2 2026, an estimated $17.2K.
  • Phillips 66 made up 0.14% of MTM Investment Management's portfolio in Q2 2026, its #135 holding.
  • MTM Investment Management first reported a position in Phillips 66 in Q4 2020 and has held it in 23 quarters since.
  • MTM Investment Management's Phillips 66 position peaked at $580K in Q1 2024.
  • 2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.