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Aigen Investment Management’s Phillips 66 PSX Stock Holding History

Aigen Investment 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
Q1 		$1.63M Buy
+8,941
New +$1.4M 0.42% 70
2025
Q3 		– Sell
-2,628
Closed -$314K – 1034
2025
Q2 		$314K Buy
+2,628
New +$294K 0.04% 512
2025
Q1 		– Sell
-30,454
Closed -$3.47M – 976
2024
Q4 		$3.47M Sell
30,454
-9,269
-23% -$1.18M 0.61% 21
2024
Q3 		$5.22M Buy
39,723
+12,461
+46% +$1.68M 1.02% 1
2024
Q2 		$3.85M Buy
+27,262
New +$4.04M 0.75% 10
2023
Q4 		– Sell
-2,056
Closed -$247K – 1025
2023
Q3 		$247K Sell
2,056
-47,245
-96% -$5.3M 0.05% 591
2023
Q2 		$4.7M Buy
+49,301
New +$4.79M 0.69% 16
2023
Q1 		– Sell
-2,252
Closed -$234K – 780
2022
Q4 		$234K Buy
+2,252
New +$230K 0.03% 421
2022
Q2 		– Sell
-3,009
Closed -$260K – 689
2022
Q1 		$260K Buy
+3,009
New +$253K 0.04% 415
2021
Q4 		– Sell
-65,120
Closed -$4.56M – 1155
2021
Q3 		$4.56M Buy
+65,120
New +$4.71M 0.87% 21
2021
Q2 		– Sell
-7,952
Closed -$648K – 684
2021
Q1 		$648K Buy
+7,952
New +$624K 0.09% 249
2020
Q2 		– Sell
-88,101
Closed -$4.73M – 1194
2020
Q1 		$4.73M Buy
+88,101
New +$7.17M 0.63% 13

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aigen Investment Management's PSX Position: Q1 2026 in Review

Aigen Investment Management opened a new position in Phillips 66 (PSX) in Q1 2026: 8,941 shares worth $1.63M. The stake represents 0.42% of the portfolio and ranks #70 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in PSX as recently as Q2 2025.

Aigen Investment Management first reported a position in PSX in Q1 2020 and has held it in 12 quarters since. The position peaked at $5.22M in Q3 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Aigen Investment Management held 8,941 shares of Phillips 66 worth $1.63M as of Q1 2026.
  • Phillips 66 was a new Aigen Investment Management position in Q1 2026.
  • Phillips 66 made up 0.42% of Aigen Investment Management's portfolio in Q1 2026, its #70 holding.
  • Aigen Investment Management first reported a position in Phillips 66 in Q1 2020 and has held it in 12 quarters since.
  • Aigen Investment Management's Phillips 66 position peaked at $5.22M in Q3 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.