Supplemental Annuity Collective Trust (SACT) of New Jersey’s Phillips 66 PSX Stock Holding History

Supplemental Annuity Collective Trust (SACT) of New Jersey’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	$435K	Sell	2,572 -156	-6%	-$26.9K	0.11%	183
2026 Q1	$497K	Buy	+2,728	New	+$427K	0.14%	150
2017 Q4	–	Sell	-5,000	Closed	-$458K	–	185
2017 Q3	$458K	Sell	5,000 -9,000	-64%	-$762K	0.2%	161
2017 Q2	$1.16M	Hold	14,000	–	–	0.52%	56
2017 Q1	$1.11M	Hold	14,000	–	–	0.5%	62
2016 Q4	$1.21M	Hold	14,000	–	–	0.57%	60
2016 Q3	$1.13M	Hold	14,000	–	–	0.56%	59
2016 Q2	$1.11M	Hold	14,000	–	–	0.56%	55
2016 Q1	$1.21M	Hold	14,000	–	–	0.61%	49
2015 Q4	$1.15M	Hold	14,000	–	–	0.58%	52
2015 Q3	$1.08M	Hold	14,000	–	–	0.57%	53
2015 Q2	$1.13M	Hold	14,000	–	–	0.54%	59
2015 Q1	$1.1M	Hold	14,000	–	–	0.52%	63
2014 Q4	$1M	Hold	14,000	–	–	0.47%	69
2014 Q3	$1.14M	Hold	14,000	–	–	0.55%	52
2014 Q2	$1.13M	Hold	14,000	–	–	0.54%	50
2014 Q1	$1.08M	Hold	14,000	–	–	0.53%	51
2013 Q4	$1.08M	Sell	14,000 -644	-4%	-$43K	0.54%	50
2013 Q3	$847K	Hold	14,644	–	–	0.46%	69
2013 Q2	$863K	Buy	+14,644	New	+$920K	0.49%	56

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Supplemental Annuity Collective Trust (SACT) of New Jersey's PSX Position: Q2 2026 in Review

Supplemental Annuity Collective Trust (SACT) of New Jersey reduced its Phillips 66 (PSX) stake by 5.7% in Q2 2026, selling an estimated $26.9K and leaving 2,572 shares worth $435K. The position accounts for 0.11% of the portfolio, ranked #183.

Supplemental Annuity Collective Trust (SACT) of New Jersey first reported a position in PSX in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.21M in Q1 2016. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Supplemental Annuity Collective Trust (SACT) of New Jersey held 2,572 shares of Phillips 66 worth $435K as of Q2 2026.
Supplemental Annuity Collective Trust (SACT) of New Jersey sold 156 Phillips 66 shares in Q2 2026, an estimated $26.9K.
Phillips 66 made up 0.11% of Supplemental Annuity Collective Trust (SACT) of New Jersey's portfolio in Q2 2026, its #183 holding.
Supplemental Annuity Collective Trust (SACT) of New Jersey first reported a position in Phillips 66 in Q2 2013 and has held it in 20 quarters since.
Supplemental Annuity Collective Trust (SACT) of New Jersey's Phillips 66 position peaked at $1.21M in Q1 2016.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Supplemental Annuity Collective Trust (SACT) of New Jersey's 13F filing for Q2 2026, filed 27 Jul 2026.