Assenagon Asset Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$39.2M Sell
231,785
-46,874
-17% -$8.07M 0.05% 281
2026
Q1
$50.8M Buy
278,659
+252,363
+960% +$39.5M 0.08% 194
2025
Q4
$3.39M Sell
26,296
-194,320
-88% -$26.2M ﹤0.01% 723
2025
Q3
$30M Sell
220,616
-33,635
-13% -$4.31M 0.04% 309
2025
Q2
$30.3M Buy
254,251
+239,358
+1,607% +$26.8M 0.05% 295
2025
Q1
$1.84M Sell
14,893
-558,599
-97% -$68.8M ﹤0.01% 784
2024
Q4
$65.3M Sell
573,492
-159,064
-22% -$20.2M 0.11% 165
2024
Q3
$96.3M Buy
732,556
+309,507
+73% +$41.8M 0.18% 95
2024
Q2
$59.7M Buy
423,049
+309,816
+274% +$45.9M 0.13% 122
2024
Q1
$18.5M Sell
113,233
-151,311
-57% -$21.8M 0.04% 299
2023
Q4
$35.2M Sell
264,544
-88,040
-25% -$10.5M 0.09% 170
2023
Q3
$42.4M Buy
352,584
+255,780
+264% +$28.7M 0.13% 139
2023
Q2
$9.23M Sell
96,804
-182,106
-65% -$17.7M 0.03% 372
2023
Q1
$28.3M Sell
278,910
-93,301
-25% -$9.49M 0.1% 174
2022
Q4
$38.7M Buy
372,211
+303,865
+445% +$31.1M 0.14% 144
2022
Q3
$5.52M Buy
68,346
+62,818
+1,136% +$5.35M 0.02% 465
2022
Q2
$453K Buy
5,528
+1,423
+35% +$132K ﹤0.01% 1242
2022
Q1
$355K Buy
4,105
+229
+6% +$19.3K ﹤0.01% 1272
2021
Q4
$281K Sell
3,876
-353
-8% -$26.7K ﹤0.01% 1310
2021
Q3
$296K Buy
+4,229
New +$306K ﹤0.01% 1167
2020
Q3
Sell
-11,645
Closed -$837K 1312
2020
Q2
$837K Sell
11,645
-668,587
-98% -$47.3M 0.01% 862
2020
Q1
$36.5M Sell
680,232
-84,706
-11% -$6.89M 0.29% 69
2019
Q4
$85.2M Buy
764,938
+750,499
+5,198% +$84.3M 0.54% 41
2019
Q3
$1.48M Hold
14,439
0.01% 469
2019
Q2
$1.35M Sell
14,439
-67,751
-82% -$6.08M 0.01% 641
2019
Q1
$7.82M Sell
82,190
-13,994
-15% -$1.33M 0.07% 230
2018
Q4
$8.29M Sell
96,184
-91,376
-49% -$8.93M 0.09% 170
2018
Q3
$21.1M Buy
187,560
+72,499
+63% +$8.38M 0.21% 101
2018
Q2
$12.9M Buy
115,061
+64,236
+126% +$7.22M 0.15% 149
2018
Q1
$4.88M Buy
+50,825
New +$4.95M 0.06% 236
2017
Q4
Sell
-9,600
Closed -$879K 749
2017
Q3
$879K Buy
+9,600
New +$813K 0.01% 381

Other funds holding PSX

Assenagon Asset Management's PSX Position: Q2 2026 in Review

Assenagon Asset Management reduced its Phillips 66 (PSX) stake by 17% in Q2 2026, selling an estimated $8.07M and leaving 231,785 shares worth $39.2M. The position accounts for 0.05% of the portfolio, ranked #281.

Assenagon Asset Management first reported a position in PSX in Q3 2017 and has held it in 31 quarters since. The position peaked at $96.3M in Q3 2024. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Assenagon Asset Management held 231,785 shares of Phillips 66 worth $39.2M as of Q2 2026.
  • Assenagon Asset Management sold 46,874 Phillips 66 shares in Q2 2026, an estimated $8.07M.
  • Phillips 66 made up 0.05% of Assenagon Asset Management's portfolio in Q2 2026, its #281 holding.
  • Assenagon Asset Management first reported a position in Phillips 66 in Q3 2017 and has held it in 31 quarters since.
  • Assenagon Asset Management's Phillips 66 position peaked at $96.3M in Q3 2024.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Assenagon Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.