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Mystic Asset Management’s Phillips 66 PSX Stock Holding History

Mystic Asset 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 		$1.45M Buy
8,573
+55
+0.6% +$9.47K 0.31% 78
2026
Q1 		$1.55M Buy
8,518
+110
+1% +$17.2K 0.36% 74
2025
Q4 		$1.08M Sell
8,408
-135
-2% -$18.2K 0.25% 93
2025
Q3 		$1.16M Buy
8,543
+160
+2% +$20.5K 0.26% 91
2025
Q2 		$1M Buy
8,383
+96
+1% +$10.8K 0.24% 95
2025
Q1 		$1.02M Buy
8,287
+51
+0.6% +$6.29K 0.27% 88
2024
Q4 		$938K Buy
8,236
+1,247
+18% +$159K 0.25% 92
2024
Q3 		$919K Buy
6,989
+33
+0.5% +$4.46K 0.35% 76
2024
Q2 		$982K Buy
6,956
+17
+0.2% +$2.52K 0.4% 71
2024
Q1 		$1.13M Buy
6,939
+625
+10% +$90.1K 0.47% 70
2023
Q4 		$841K Buy
6,314
+380
+6% +$45.4K 0.4% 76
2023
Q3 		$713K Sell
5,934
-35
-0.6% -$3.93K 0.4% 77
2023
Q2 		$569K Sell
5,969
-100
-2% -$9.72K 0.31% 86
2023
Q1 		$615K Hold
6,069
– – 0.34% 87
2022
Q4 		$632K Sell
6,069
-3,075
-34% -$315K 0.36% 84
2022
Q3 		$738K Sell
9,144
-125
-1% -$10.7K 0.47% 72
2022
Q2 		$759K Buy
9,269
+35
+0.4% +$3.24K 0.46% 75
2022
Q1 		$797K Buy
9,234
+515
+6% +$43.3K 0.43% 75
2021
Q4 		$631K Buy
+8,719
New +$659K 0.3% 91

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

Mystic Asset Management's PSX Position: Q2 2026 in Review

Mystic Asset Management increased its Phillips 66 (PSX) stake by 0.65% in Q2 2026, buying an estimated $9.47K and bringing the position to 8,573 shares worth $1.45M. The position accounts for 0.31% of the portfolio, ranked #78.

Mystic Asset Management first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.55M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Mystic Asset Management held 8,573 shares of Phillips 66 worth $1.45M as of Q2 2026.
  • Mystic Asset Management bought 55 Phillips 66 shares in Q2 2026, an estimated $9.47K.
  • Phillips 66 made up 0.31% of Mystic Asset Management's portfolio in Q2 2026, its #78 holding.
  • Mystic Asset Management first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Mystic Asset Management's Phillips 66 position peaked at $1.55M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.