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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
Q2 		$287K Sell
1,698
-1,007
-37% -$173K 0.17% 109
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Athena Investment Management's PSX Position: Q2 2026 in Review

Athena Investment Management reduced its Phillips 66 (PSX) stake by 37% in Q2 2026, selling an estimated $173K and leaving 1,698 shares worth $287K. The position accounts for 0.17% of the portfolio, ranked #109.

Athena Investment Management first reported a position in PSX in Q1 2022 and has held it in 18 quarters since. The position peaked at $553K in Q1 2024. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Athena Investment Management held 1,698 shares of Phillips 66 worth $287K as of Q2 2026.
  • Athena Investment Management sold 1,007 Phillips 66 shares in Q2 2026, an estimated $173K.
  • Phillips 66 made up 0.17% of Athena Investment Management's portfolio in Q2 2026, its #109 holding.
  • Athena Investment Management first reported a position in Phillips 66 in Q1 2022 and has held it in 18 quarters since.
  • Athena Investment Management's Phillips 66 position peaked at $553K in Q1 2024.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.