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Retirement Planning Company of New England’s Phillips 66 PSX Stock Holding History

Retirement Planning Company of New England’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 		$1.05M Sell
6,225
-203
-3% -$34.9K 0.38% 71
2026
Q1 		$1.17M Buy
6,428
+65
+1% +$10.2K 0.48% 59
2025
Q4 		$821K Sell
6,363
-153
-2% -$20.6K 0.33% 88
2025
Q3 		$886K Sell
6,516
-74
-1% -$9.48K 0.36% 75
2025
Q2 		$786K Buy
6,590
+281
+4% +$31.5K 0.35% 86
2025
Q1 		$779K Buy
6,309
+103
+2% +$12.7K 0.39% 77
2024
Q4 		$707K Buy
6,206
+322
+5% +$41K 0.34% 82
2024
Q3 		$773K Sell
5,884
-92
-2% -$12.4K 0.39% 81
2024
Q2 		$844K Buy
5,976
+263
+5% +$38.9K 0.46% 63
2024
Q1 		$933K Sell
5,713
-152
-3% -$21.9K 0.51% 58
2023
Q4 		$781K Buy
5,865
+224
+4% +$26.8K 0.35% 86
2023
Q3 		$678K Sell
5,641
-488
-8% -$54.8K 0.38% 84
2023
Q2 		$585K Buy
6,129
+14
+0.2% +$1.36K 0.34% 95
2023
Q1 		$620K Buy
6,115
+17
+0.3% +$1.73K 0.38% 89
2022
Q4 		$635K Sell
6,098
-1,310
-18% -$134K 0.41% 81
2022
Q3 		$598K Buy
7,408
+9
+0.1% +$767 0.43% 77
2022
Q2 		$606K Sell
7,399
-10
-0.1% -$925 0.41% 78
2022
Q1 		$640K Buy
7,409
+54
+0.7% +$4.54K 0.36% 88
2021
Q4 		$532K Buy
+7,355
New +$556K 0.26% 109

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Planning Company of New England's PSX Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Phillips 66 (PSX) stake by 3.2% in Q2 2026, selling an estimated $34.9K and leaving 6,225 shares worth $1.05M. The position accounts for 0.38% of the portfolio, ranked #71.

Retirement Planning Company of New England first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q1 2026. 1,393 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Retirement Planning Company of New England held 6,225 shares of Phillips 66 worth $1.05M as of Q2 2026.
  • Retirement Planning Company of New England sold 203 Phillips 66 shares in Q2 2026, an estimated $34.9K.
  • Phillips 66 made up 0.38% of Retirement Planning Company of New England's portfolio in Q2 2026, its #71 holding.
  • Retirement Planning Company of New England first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Phillips 66 position peaked at $1.17M in Q1 2026.
  • 1,393 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.