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 Q2	$933K	Sell	5,522 -3,419	-38%	-$589K	0.26%	105
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 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

Aigen Investment Management's PSX Position: Q2 2026 in Review

Aigen Investment Management reduced its Phillips 66 (PSX) stake by 38% in Q2 2026, selling an estimated $589K and leaving 5,522 shares worth $933K. The position accounts for 0.26% of the portfolio, ranked #105.

Aigen Investment Management first reported a position in PSX in Q1 2020 and has held it in 13 quarters since. The position peaked at $5.22M in Q3 2024. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Aigen Investment Management held 5,522 shares of Phillips 66 worth $933K as of Q2 2026.
Aigen Investment Management sold 3,419 Phillips 66 shares in Q2 2026, an estimated $589K.
Phillips 66 made up 0.26% of Aigen Investment Management's portfolio in Q2 2026, its #105 holding.
Aigen Investment Management first reported a position in Phillips 66 in Q1 2020 and has held it in 13 quarters since.
Aigen Investment Management's Phillips 66 position peaked at $5.22M in Q3 2024.
2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.