AlphaGrep UK’s Phillips 66 PSX Stock Holding History

AlphaGrep UK’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 Q3	–	Sell	-2,499	Closed	-$422K	–	914
2026 Q2	$422K	Sell	2,499 -915	-27%	-$158K	0.13%	301
2026 Q1	$622K	Sell	3,414 -1,157	-25%	-$181K	0.18%	145
2025 Q4	$590K	Buy	+4,571	New	+$615K	0.2%	158

Other funds holding PSX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

AlphaGrep UK's PSX Position: Q3 2026 in Review

AlphaGrep UK sold out of Phillips 66 (PSX) in Q3 2026, closing a stake of 2,499 shares — an estimated $422K sold.

AlphaGrep UK first reported a position in PSX in Q4 2025 and held it in 3 quarters. The position peaked at $622K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

AlphaGrep UK reported no remaining Phillips 66 position as of Q3 2026 after selling out during the quarter.
AlphaGrep UK sold 2,499 Phillips 66 shares in Q3 2026, an estimated $422K.
AlphaGrep UK first reported a position in Phillips 66 in Q4 2025 and held it in 3 quarters.
AlphaGrep UK's Phillips 66 position peaked at $622K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.