NMERB
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New Mexico Educational Retirement Board’s Phillips 66 PSX Stock Holding History

New Mexico Educational Retirement Board’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 		$3.4M Buy
20,128
+1,600
+9% +$275K 0.09% 219
2026
Q1 		$3.38M Hold
18,528
– – 0.1% 180
2025
Q4 		$2.39M Buy
18,528
+100
+0.5% +$13.5K 0.07% 275
2025
Q3 		$2.51M Sell
18,428
-900
-5% -$115K 0.08% 247
2025
Q2 		$2.31M Hold
19,328
– – 0.08% 264
2025
Q1 		$2.39M Sell
19,328
-600
-3% -$73.9K 0.09% 223
2024
Q4 		$2.27M Sell
19,928
-800
-4% -$102K 0.08% 249
2024
Q3 		$2.73M Sell
20,728
-1,400
-6% -$189K 0.09% 199
2024
Q2 		$3.12M Hold
22,128
– – 0.11% 159
2024
Q1 		$3.61M Sell
22,128
-1,700
-7% -$245K 0.13% 133
2023
Q4 		$3.17M Hold
23,828
– – 0.12% 135
2023
Q3 		$2.86M Buy
23,828
+1,200
+5% +$135K 0.12% 138
2023
Q2 		$2.16M Buy
22,628
+800
+4% +$77.8K 0.09% 188
2023
Q1 		$2.21M Sell
21,828
-700
-3% -$71.2K 0.11% 157
2022
Q4 		$2.35M Sell
22,528
-2,100
-9% -$215K 0.13% 148
2022
Q3 		$1.99M Sell
24,628
-1,300
-5% -$111K 0.11% 172
2022
Q2 		$2.13M Sell
25,928
-1,300
-5% -$120K 0.1% 178
2022
Q1 		$2.35M Buy
27,228
+500
+2% +$42.1K 0.09% 215
2021
Q4 		$1.94M Sell
26,728
-1,900
-7% -$144K 0.07% 313
2021
Q3 		$2M Sell
28,628
-500
-2% -$36.2K 0.07% 279
2021
Q2 		$2.5M Buy
29,128
+1,500
+5% +$127K 0.09% 217
2021
Q1 		$2.25M Hold
27,628
– – 0.09% 209
2020
Q4 		$1.93M Sell
27,628
-400
-1% -$23.5K 0.08% 235
2020
Q3 		$1.45M Sell
28,028
-1,900
-6% -$116K 0.07% 291
2020
Q2 		$2.15M Buy
29,928
+2,000
+7% +$142K 0.1% 178
2020
Q1 		$1.5M Sell
27,928
-4,300
-13% -$350K 0.09% 216
2019
Q4 		$3.59M Hold
32,228
– – 0.15% 137
2019
Q3 		$3.3M Sell
32,228
-2,100
-6% -$210K 0.15% 141
2019
Q2 		$3.21M Sell
34,328
-1,000
-3% -$89.7K 0.14% 147
2019
Q1 		$3.36M Sell
35,328
-1,000
-3% -$95.1K 0.14% 139
2018
Q4 		$3.13M Sell
36,328
-1,100
-3% -$107K 0.15% 135
2018
Q3 		$4.22M Sell
37,428
-1,300
-3% -$150K 0.16% 123
2018
Q2 		$4.35M Sell
38,728
-2,200
-5% -$247K 0.17% 116
2018
Q1 		$3.93M Sell
40,928
-400
-1% -$38.9K 0.15% 133
2017
Q4 		$4.18M Buy
41,328
+600
+1% +$57K 0.16% 127
2017
Q3 		$3.73M Hold
40,728
– – 0.18% 138
2017
Q2 		$3.41M Sell
40,728
-4,000
-9% -$314K 0.17% 148
2017
Q1 		$3.54M Sell
44,728
-2,600
-5% -$209K 0.16% 144
2016
Q4 		$4.09M Hold
47,328
– – 0.19% 131
2016
Q3 		$3.81M Sell
47,328
-7,200
-13% -$560K 0.19% 131
2016
Q2 		$4.33M Buy
54,528
+2,000
+4% +$163K 0.19% 125
2016
Q1 		$4.55M Buy
52,528
+600
+1% +$48.8K 0.22% 113
2015
Q4 		$4.25M Sell
51,928
-2,100
-4% -$181K 0.2% 125
2015
Q3 		$4.15M Sell
54,028
-3,400
-6% -$270K 0.2% 124
2015
Q2 		$4.63M Sell
57,428
-6,800
-11% -$540K 0.22% 116
2015
Q1 		$5.05M Sell
64,228
-3,400
-5% -$250K 0.22% 113
2014
Q4 		$4.85M Sell
67,628
-7,900
-10% -$583K 0.21% 125
2014
Q3 		$6.14M Sell
75,528
-2,900
-4% -$241K 0.25% 102
2014
Q2 		$6.31M Hold
78,428
– – 0.26% 98
2014
Q1 		$6.04M Buy
+78,428
New +$5.97M 0.26% 99
2013
Q3 		– Sell
-98,828
Closed -$5.82M – 899
2013
Q2 		$5.82M Buy
+98,828
New +$6.21M 0.24% 102

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

New Mexico Educational Retirement Board's PSX Position: Q2 2026 in Review

New Mexico Educational Retirement Board increased its Phillips 66 (PSX) stake by 8.6% in Q2 2026, buying an estimated $275K and bringing the position to 20,128 shares worth $3.4M. The position accounts for 0.09% of the portfolio, ranked #219.

New Mexico Educational Retirement Board first reported a position in PSX in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.31M in Q2 2014. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • New Mexico Educational Retirement Board held 20,128 shares of Phillips 66 worth $3.4M as of Q2 2026.
  • New Mexico Educational Retirement Board bought 1,600 Phillips 66 shares in Q2 2026, an estimated $275K.
  • Phillips 66 made up 0.09% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #219 holding.
  • New Mexico Educational Retirement Board first reported a position in Phillips 66 in Q2 2013 and has held it in 51 quarters since.
  • New Mexico Educational Retirement Board's Phillips 66 position peaked at $6.31M in Q2 2014.
  • 964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.