Mutual of America Capital Management’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 | $6.99M | Sell |
41,320
-1,529
| -4% | -$263K | 0.07% | 326 |
|
|
2026
Q1 | $7.81M | Sell |
42,849
-408
| -0.9% | -$63.9K | 0.09% | 251 |
|
|
2025
Q4 | $5.58M | Sell |
43,257
-541
| -1% | -$72.8K | 0.06% | 385 |
|
|
2025
Q3 | $5.96M | Sell |
43,798
-2,920
| -6% | -$374K | 0.06% | 369 |
|
|
2025
Q2 | $5.57M | Sell |
46,718
-1,302
| -3% | -$146K | 0.06% | 388 |
|
|
2025
Q1 | $5.93M | Sell |
48,020
-1,449
| -3% | -$179K | 0.07% | 342 |
|
|
2024
Q4 | $5.64M | Sell |
49,469
-2,067
| -4% | -$263K | 0.06% | 387 |
|
|
2024
Q3 | $6.77M | Sell |
51,536
-1,929
| -4% | -$260K | 0.07% | 320 |
|
|
2024
Q2 | $7.55M | Sell |
53,465
-2,912
| -5% | -$431K | 0.08% | 252 |
|
|
2024
Q1 | $9.21M | Sell |
56,377
-2,547
| -4% | -$367K | 0.1% | 201 |
|
|
2023
Q4 | $7.85M | Sell |
58,924
-3,432
| -6% | -$410K | 0.09% | 230 |
|
|
2023
Q3 | $7.49M | Sell |
62,356
-3,676
| -6% | -$413K | 0.09% | 216 |
|
|
2023
Q2 | $6.3M | Sell |
66,032
-669
| -1% | -$65K | 0.07% | 322 |
|
|
2023
Q1 | $6.76M | Sell |
66,701
-828
| -1% | -$84.2K | 0.08% | 303 |
|
|
2022
Q4 | $7.03M | Buy |
67,529
+926
| +1% | +$94.7K | 0.09% | 274 |
|
|
2022
Q3 | $5.38M | Buy |
66,603
+1,027
| +2% | +$87.5K | 0.07% | 360 |
|
|
2022
Q2 | $5.38M | Buy |
65,576
+3,139
| +5% | +$290K | 0.07% | 403 |
|
|
2022
Q1 | $5.39M | Buy |
62,437
+4,581
| +8% | +$385K | 0.06% | 492 |
|
|
2021
Q4 | $4.19M | Buy |
57,856
+390
| +0.7% | +$29.5K | 0.04% | 659 |
|
|
2021
Q3 | $4.02M | Buy |
57,466
+336
| +0.6% | +$24.3K | 0.04% | 647 |
|
|
2021
Q2 | $4.9M | Buy |
57,130
+474
| +0.8% | +$40K | 0.05% | 536 |
|
|
2021
Q1 | $4.62M | Buy |
56,656
+1,526
| +3% | +$120K | 0.05% | 554 |
|
|
2020
Q4 | $3.86M | Sell |
55,130
-1,291
| -2% | -$75.8K | 0.04% | 599 |
|
|
2020
Q3 | $2.92M | Sell |
56,421
-2,982
| -5% | -$182K | 0.04% | 625 |
|
|
2020
Q2 | $4.27M | Sell |
59,403
-1,151
| -2% | -$81.5K | 0.06% | 426 |
|
|
2020
Q1 | $3.25M | Buy |
60,554
+562
| +0.9% | +$45.7K | 0.05% | 470 |
|
|
2019
Q4 | $6.68M | Sell |
59,992
-34
| -0.1% | -$3.82K | 0.09% | 291 |
|
|
2019
Q3 | $6.15M | Buy |
60,026
+4,188
| +8% | +$420K | 0.09% | 297 |
|
|
2019
Q2 | $5.22M | Sell |
55,838
-365
| -0.6% | -$32.8K | 0.07% | 377 |
|
|
2019
Q1 | $5.35M | Buy |
56,203
+603
| +1% | +$57.3K | 0.08% | 351 |
|
|
2018
Q4 | $4.79M | Buy |
55,600
+455
| +0.8% | +$44.5K | 0.08% | 347 |
|
|
2018
Q3 | $6.22M | Buy |
55,145
+974
| +2% | +$113K | 0.09% | 300 |
|
|
2018
Q2 | $6.08M | Buy |
54,171
+487
| +0.9% | +$54.7K | 0.09% | 283 |
|
|
2018
Q1 | $5.15M | Sell |
53,684
-638
| -1% | -$62.1K | 0.08% | 355 |
|
|
2017
Q4 | $5.5M | Buy |
54,322
+452
| +0.8% | +$43K | 0.08% | 335 |
|
|
2017
Q3 | $4.93M | Buy |
53,870
+426
| +0.8% | +$36.1K | 0.08% | 361 |
|
|
2017
Q2 | $4.42M | Buy |
53,444
+841
| +2% | +$66K | 0.08% | 409 |
|
|
2017
Q1 | $4.17M | Sell |
52,603
-212
| -0.4% | -$17.1K | 0.07% | 420 |
|
|
2016
Q4 | $4.56M | Buy |
52,815
+935
| +2% | +$77.7K | 0.09% | 345 |
|
|
2016
Q3 | $4.18M | Sell |
51,880
-2,684
| -5% | -$209K | 0.08% | 349 |
|
|
2016
Q2 | $4.33M | Buy |
54,564
+1,578
| +3% | +$129K | 0.09% | 297 |
|
|
2016
Q1 | $4.59M | Buy |
52,986
+3
| +0% | +$244 | 0.1% | 249 |
|
|
2015
Q4 | $4.33M | Sell |
52,983
-380
| -0.7% | -$32.8K | 0.1% | 269 |
|
|
2015
Q3 | $4.1M | Sell |
53,363
-6,211
| -10% | -$494K | 0.1% | 273 |
|
|
2015
Q2 | $4.8M | Buy |
59,574
+310
| +0.5% | +$24.6K | 0.11% | 234 |
|
|
2015
Q1 | $4.66M | Sell |
59,264
-554
| -0.9% | -$40.7K | 0.1% | 255 |
|
|
2014
Q4 | $4.29M | Sell |
59,818
-45
| -0.1% | -$3.32K | 0.1% | 278 |
|
|
2014
Q3 | $4.87M | Buy |
59,863
+205
| +0.3% | +$17.1K | 0.12% | 193 |
|
|
2014
Q2 | $4.8M | Sell |
59,658
-5,273
| -8% | -$434K | 0.11% | 209 |
|
|
2014
Q1 | $5M | Buy |
64,931
+63
| +0.1% | +$4.8K | 0.12% | 189 |
|
|
2013
Q4 | $5M | Buy |
64,868
+1,266
| +2% | +$84.5K | 0.12% | 191 |
|
|
2013
Q3 | $3.68M | Sell |
63,602
-1,974
| -3% | -$114K | 0.1% | 259 |
|
|
2013
Q2 | $3.86M | Buy |
+65,576
| New | +$4.12M | 0.11% | 208 |
|
Other funds holding PSX
EIM
Mutual of America Capital Management's PSX Position: Q2 2026 in Review
Mutual of America Capital Management reduced its Phillips 66 (PSX) stake by 3.6% in Q2 2026, selling an estimated $263K and leaving 41,320 shares worth $6.99M. The position accounts for 0.07% of the portfolio, ranked #326.
Mutual of America Capital Management first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.21M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Mutual of America Capital Management held 41,320 shares of Phillips 66 worth $6.99M as of Q2 2026.
- Mutual of America Capital Management sold 1,529 Phillips 66 shares in Q2 2026, an estimated $263K.
- Phillips 66 made up 0.07% of Mutual of America Capital Management's portfolio in Q2 2026, its #326 holding.
- Mutual of America Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
- Mutual of America Capital Management's Phillips 66 position peaked at $9.21M in Q1 2024.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.