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S.A. Mason’s Phillips 66 PSX Stock Holding History

S.A. Mason’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 		$613K Hold
3,629
– – 0.19% 112
2026
Q1 		$661K Hold
3,629
– – 0.25% 93
2025
Q4 		$468K Hold
3,629
– – 0.19% 116
2025
Q3 		$494K Hold
3,629
– – 0.22% 109
2025
Q2 		$433K Sell
3,629
-1,210
-25% -$136K 0.21% 111
2025
Q1 		$598K Buy
4,839
+260
+6% +$32K 0.32% 78
2024
Q4 		$522K Hold
4,579
– – 0.27% 85
2024
Q3 		$602K Hold
4,579
– – 0.32% 78
2024
Q2 		$646K Buy
4,579
+50
+1% +$7.4K 0.37% 69
2024
Q1 		$740K Hold
4,529
– – 0.44% 60
2023
Q4 		$603K Sell
4,529
-150
-3% -$17.9K 0.4% 68
2023
Q3 		$562K Buy
4,679
+35
+0.8% +$3.93K 0.41% 69
2023
Q2 		$471K Hold
4,644
– – 0.34% 83
2023
Q1 		$471K Hold
4,644
– – 0.34% 83
2022
Q4 		$483K Hold
4,644
– – 0.36% 77
2022
Q3 		$375K Sell
4,644
-100
-2% -$8.52K 0.3% 95
2022
Q2 		$389K Hold
4,744
– – 0.28% 96
2022
Q1 		$410K Sell
4,744
-900
-16% -$75.7K 0.26% 102
2021
Q4 		$409K Hold
5,644
– – 0.25% 104
2021
Q3 		$395K Buy
5,644
+1,010
+22% +$73.1K 0.26% 107
2021
Q2 		$398K Sell
4,634
-5
-0.1% -$422 0.27% 100
2021
Q1 		$378K Buy
4,639
+350
+8% +$27.5K 0.28% 96
2020
Q4 		$300K Sell
4,289
-125
-3% -$7.34K 0.25% 105
2020
Q3 		$229K Buy
4,414
+100
+2% +$6.1K 0.22% 115
2020
Q2 		$310K Buy
4,314
+200
+5% +$14.2K 0.33% 87
2020
Q1 		$221K Buy
4,114
+500
+14% +$40.7K 0.27% 100
2019
Q4 		$403K Buy
+3,614
New +$406K 0.38% 83

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

S.A. Mason's PSX Position: Q2 2026 in Review

S.A. Mason held its Phillips 66 (PSX) position steady in Q2 2026 at 3,629 shares worth $613K. The position accounts for 0.19% of the portfolio, ranked #112.

S.A. Mason first reported a position in PSX in Q4 2019 and has held it in 27 quarters since. The position peaked at $740K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • S.A. Mason held 3,629 shares of Phillips 66 worth $613K as of Q2 2026.
  • S.A. Mason left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.19% of S.A. Mason's portfolio in Q2 2026, its #112 holding.
  • S.A. Mason first reported a position in Phillips 66 in Q4 2019 and has held it in 27 quarters since.
  • S.A. Mason's Phillips 66 position peaked at $740K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.