Dmitry Balyasny’s Phillips 66 PSX Stock Holding History

Dmitry Balyasny’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	$964K	Buy	5,700 +3,000	+111%	+$516K	﹤0.01%	2236
2026 Q1	$492K	Sell	2,700 -100	-4%	-$15.7K	﹤0.01%	2374
2025 Q4	$361K	Buy	+2,800	New	+$377K	﹤0.01%	2659
2025 Q1	–	Sell	-2,300	Closed	-$262K	–	3194
2024 Q4	$262K	Hold	2,300	–	–	﹤0.01%	2444
2024 Q3	$302K	Sell	2,300 -300	-12%	-$40.5K	﹤0.01%	2455
2024 Q2	$367K	Hold	2,600	–	–	﹤0.01%	2165
2024 Q1	$425K	Buy	+2,600	New	+$375K	﹤0.01%	2115
2023 Q4	–	Sell	-75,000	Closed	-$9.01M	–	2820
2023 Q3	$9.01M	Hold	75,000	–	–	0.02%	883
2023 Q2	$7.15M	Hold	75,000	–	–	0.02%	922
2023 Q1	$7.6M	Sell	75,000 -400	-0.5%	-$40.7K	0.02%	892
2022 Q4	$7.85M	Buy	75,400 +30,400	+68%	+$3.11M	0.02%	835
2022 Q3	$3.63M	Buy	45,000 +32,400	+257%	+$2.76M	0.01%	1179
2022 Q2	$1.03M	Buy	+12,600	New	+$1.17M	﹤0.01%	1737

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dmitry Balyasny's PSX Position: Q2 2026 in Review

Dmitry Balyasny reduced its Phillips 66 (PSX) stake by 98% in Q2 2026, selling an estimated $2.55M and leaving 239 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2909.

Dmitry Balyasny first reported a position in PSX in Q3 2013 and has held it in 36 quarters since. The position peaked at $199M in Q3 2024. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Dmitry Balyasny held 239 shares of Phillips 66 worth $40.4K as of Q2 2026.
Dmitry Balyasny sold 14,836 Phillips 66 shares in Q2 2026, an estimated $2.55M.
Phillips 66 made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2909 holding.
Dmitry Balyasny first reported a position in Phillips 66 in Q3 2013 and has held it in 36 quarters since.
Dmitry Balyasny's Phillips 66 position peaked at $199M in Q3 2024.
2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.