CI Investments Inc
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CI Investments Inc’s Phillips 66 PSX Stock Holding History

CI Investments Inc’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 		$2.12M Buy
12,538
+8,691
+226% +$1.5M 0.01% 452
2026
Q1 		$701K Sell
3,847
-417
-10% -$65.3K ﹤0.01% 455
2025
Q4 		$550K Sell
4,264
-1,104
-21% -$149K ﹤0.01% 484
2025
Q3 		$730K Sell
5,368
-15,058
-74% -$1.93M ﹤0.01% 471
2025
Q2 		$2.44M Buy
20,426
+15,592
+323% +$1.75M 0.01% 348
2025
Q1 		$597K Buy
4,834
+99
+2% +$12.2K ﹤0.01% 498
2024
Q4 		$539K Buy
4,735
+2,742
+138% +$349K ﹤0.01% 500
2024
Q3 		$262K Sell
1,993
-858
-30% -$116K ﹤0.01% 596
2024
Q2 		$402K Sell
2,851
-913
-24% -$135K ﹤0.01% 508
2024
Q1 		$615K Sell
3,764
-45
-1% -$6.49K ﹤0.01% 459
2023
Q4 		$507K Sell
3,809
-180
-5% -$21.5K ﹤0.01% 450
2023
Q3 		$479K Sell
3,989
-872
-18% -$97.9K ﹤0.01% 439
2023
Q2 		$464K Buy
4,861
+983
+25% +$95.6K ﹤0.01% 469
2023
Q1 		$393K Buy
3,878
+156
+4% +$15.9K ﹤0.01% 478
2022
Q4 		$387K Buy
3,722
+171
+5% +$17.5K ﹤0.01% 486
2022
Q3 		$287K Buy
3,551
+3,492
+5,919% +$298K ﹤0.01% 517
2022
Q2 		$5K Buy
59
+5
+9% +$463 ﹤0.01% 1087
2022
Q1 		$5K Hold
54
– – ﹤0.01% 1139
2021
Q4 		$4K Hold
54
– – ﹤0.01% 1141
2021
Q3 		$4K Buy
+54
New +$3.91K ﹤0.01% 1100

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

CI Investments Inc's PSX Position: Q2 2026 in Review

CI Investments Inc increased its Phillips 66 (PSX) stake by 226% in Q2 2026, buying an estimated $1.5M and bringing the position to 12,538 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #452.

CI Investments Inc first reported a position in PSX in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.44M in Q2 2025. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • CI Investments Inc held 12,538 shares of Phillips 66 worth $2.12M as of Q2 2026.
  • CI Investments Inc bought 8,691 Phillips 66 shares in Q2 2026, an estimated $1.5M.
  • Phillips 66 made up 0.01% of CI Investments Inc's portfolio in Q2 2026, its #452 holding.
  • CI Investments Inc first reported a position in Phillips 66 in Q3 2021 and has held it in 20 quarters since.
  • CI Investments Inc's Phillips 66 position peaked at $2.44M in Q2 2025.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.