Alaska Permanent Fund’s Phillips 66 PSX Stock Holding History

Alaska Permanent Fund’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
2025 Q2	–	Sell	-65,636	Closed	-$6.83M	–	347
2025 Q1	$6.83M	Hold	65,636	–	–	0.1%	88
2024 Q4	$7.48M	Hold	65,636	–	–	0.11%	86
2024 Q3	$8.63M	Hold	65,636	–	–	0.13%	77
2024 Q2	$9.55M	Sell	65,636 -12,410	-16%	-$1.84M	0.14%	75
2024 Q1	$12.7M	Sell	78,046 -4,734	-6%	-$682K	0.19%	51
2023 Q4	$11M	Sell	82,780 -809	-1%	-$96.7K	0.18%	58
2023 Q3	$10M	Sell	83,589 -6,463	-7%	-$725K	0.19%	65
2023 Q2	$8.59M	Buy	+90,052	New	+$8.75M	0.17%	71
2022 Q4	$5.2M	Buy	50,001 +5,140	+11%	+$526K	0.08%	87
2022 Q3	$3.62M	Buy	44,861 +2,709	+6%	+$231K	0.06%	91
2022 Q2	$3.46M	Buy	+42,152	New	+$3.9M	0.05%	88
2020 Q3	–	Sell	-9,110	Closed	-$655K	–	266
2020 Q2	$655K	Hold	9,110	–	–	0.01%	156
2020 Q1	$489K	Buy	+9,110	New	+$741K	0.01%	175

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alaska Permanent Fund's PSX Position: Q2 2025 in Review

Alaska Permanent Fund sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 65,636 shares — an estimated $6.83M sold.

Alaska Permanent Fund first reported a position in PSX in Q1 2020 and held it in 13 quarters. The position peaked at $12.7M in Q1 2024. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

Alaska Permanent Fund reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
Alaska Permanent Fund sold 65,636 Phillips 66 shares in Q2 2025, an estimated $6.83M.
Alaska Permanent Fund first reported a position in Phillips 66 in Q1 2020 and held it in 13 quarters.
Alaska Permanent Fund's Phillips 66 position peaked at $12.7M in Q1 2024.
1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Alaska Permanent Fund's 13F filing for Q2 2025, filed 14 Aug 2025.