Asahi Life Asset Management’s Phillips 66 PSX Stock Holding History

Asahi Life Asset 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
2025 Q4	–	Sell	-3,227	Closed	-$439K	–	190
2025 Q3	$439K	Buy	+3,227	New	+$413K	0.24%	88
2021 Q3	–	Sell	-2,500	Closed	-$215K	–	288
2021 Q2	$215K	Buy	+2,500	New	+$211K	0.03%	170
2020 Q4	–	Sell	-16,470	Closed	-$854K	–	258
2020 Q3	$854K	Sell	16,470 -175	-1%	-$10.7K	0.13%	48
2020 Q2	$1.2M	Sell	16,645 -7,600	-31%	-$538K	0.2%	42
2020 Q1	$1.3M	Buy	24,245 +6,333	+35%	+$515K	0.23%	40
2019 Q4	$2M	Buy	17,912 +135	+0.8%	+$15.2K	0.29%	39
2019 Q3	$1.82M	Buy	17,777 +4,495	+34%	+$451K	0.3%	42
2019 Q2	$1.24M	Buy	13,282 +3,583	+37%	+$321K	0.25%	43
2019 Q1	$923K	Sell	9,699 -4,122	-30%	-$392K	0.15%	47
2018 Q4	$1.19M	Buy	+13,821	New	+$1.35M	0.19%	39

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

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

Norges Bank Oslo, Norway $935B AUM

Asahi Life Asset Management's PSX Position: Q4 2025 in Review

Asahi Life Asset Management sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 3,227 shares — an estimated $439K sold.

Asahi Life Asset Management first reported a position in PSX in Q4 2018 and held it in 10 quarters. The position peaked at $2M in Q4 2019. 1,902 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

Asahi Life Asset Management reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
Asahi Life Asset Management sold 3,227 Phillips 66 shares in Q4 2025, an estimated $439K.
Asahi Life Asset Management first reported a position in Phillips 66 in Q4 2018 and held it in 10 quarters.
Asahi Life Asset Management's Phillips 66 position peaked at $2M in Q4 2019.
1,902 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Asahi Life Asset Management's 13F filing for Q4 2025, filed 4 Feb 2026.