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Athena Investment Management’s Phillips 66 PSX Stock Holding History

Athena 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
Q1 		$493K Sell
2,705
-456
-14% -$71.5K 0.26% 92
2025
Q4 		$408K Sell
3,161
-53
-2% -$7.13K 0.21% 104
2025
Q3 		$437K Sell
3,214
-35
-1% -$4.48K 0.23% 98
2025
Q2 		$388K Hold
3,249
– – 0.22% 105
2025
Q1 		$401K Hold
3,249
– – 0.24% 97
2024
Q4 		$370K Hold
3,249
– – 0.21% 106
2024
Q3 		$427K Hold
3,249
– – 0.24% 96
2024
Q2 		$459K Sell
3,249
-138
-4% -$20.4K 0.28% 81
2024
Q1 		$553K Sell
3,387
-91
-3% -$13.1K 0.33% 75
2023
Q4 		$463K Buy
3,478
+1
+0% +$120 0.3% 77
2023
Q3 		$418K Hold
3,477
– – 0.3% 79
2023
Q2 		$332K Sell
3,477
-32
-0.9% -$3.11K 0.23% 101
2023
Q1 		$356K Hold
3,509
– – 0.26% 97
2022
Q4 		$365K Buy
3,509
+86
+3% +$8.8K 0.27% 91
2022
Q3 		$276K Sell
3,423
-100
-3% -$8.52K 0.23% 104
2022
Q2 		$289K Hold
3,523
– – 0.23% 105
2022
Q1 		$300K Buy
+3,523
New +$296K 0.23% 94

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Athena Investment Management's PSX Position: Q1 2026 in Review

Athena Investment Management reduced its Phillips 66 (PSX) stake by 14% in Q1 2026, selling an estimated $71.5K and leaving 2,705 shares worth $493K. The position accounts for 0.26% of the portfolio, ranked #92.

Athena Investment Management first reported a position in PSX in Q1 2022 and has held it in 17 quarters since. The position peaked at $553K in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Athena Investment Management held 2,705 shares of Phillips 66 worth $493K as of Q1 2026.
  • Athena Investment Management sold 456 Phillips 66 shares in Q1 2026, an estimated $71.5K.
  • Phillips 66 made up 0.26% of Athena Investment Management's portfolio in Q1 2026, its #92 holding.
  • Athena Investment Management first reported a position in Phillips 66 in Q1 2022 and has held it in 17 quarters since.
  • Athena Investment Management's Phillips 66 position peaked at $553K in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.