EMPI
PSX icon

Elo Mutual Pension Insurance’s Phillips 66 PSX Stock Holding History

Elo Mutual Pension Insurance’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 		$5.53M Buy
+30,347
New +$4.76M 0.09% 177
2025
Q3 		– Sell
-31,235
Closed -$3.73M – 702
2025
Q2 		$3.73M Sell
31,235
-591
-2% -$66.2K 0.08% 208
2025
Q1 		$3.93M Sell
31,826
-6,373
-17% -$785K 0.09% 190
2024
Q4 		$4.35M Sell
38,199
-2,098
-5% -$267K 0.09% 195
2024
Q3 		$5.3M Buy
40,297
+2,609
+7% +$352K 0.11% 163
2024
Q2 		$5.32M Sell
37,688
-9,127
-19% -$1.35M 0.12% 141
2024
Q1 		$7.65M Buy
46,815
+7,939
+20% +$1.14M 0.18% 112
2023
Q4 		$5.18M Buy
38,876
+386
+1% +$46.1K 0.14% 133
2023
Q3 		$4.63M Buy
38,490
+560
+1% +$62.9K 0.14% 126
2023
Q2 		$3.62M Buy
37,930
+192
+0.5% +$18.7K 0.11% 162
2023
Q1 		$3.83M Buy
37,738
+503
+1% +$51.1K 0.12% 144
2022
Q4 		$3.88M Buy
37,235
+1,101
+3% +$113K 0.13% 137
2022
Q3 		$2.92M Sell
36,134
-1,708
-5% -$146K 0.11% 159
2022
Q2 		$3.1M Buy
37,842
+128
+0.3% +$11.8K 0.1% 165
2022
Q1 		$3.26M Buy
37,714
+4,462
+13% +$375K 0.09% 189
2021
Q4 		$2.41M Buy
33,252
+2,569
+8% +$194K 0.07% 247
2021
Q3 		$2.15M Hold
30,683
– – 0.07% 228
2021
Q2 		$2.63M Sell
30,683
-830
-3% -$70.1K 0.09% 197
2021
Q1 		$2.57M Buy
31,513
+465
+1% +$36.5K 0.09% 196
2020
Q4 		$2.17M Buy
+31,048
New +$1.82M 0.07% 208

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

Elo Mutual Pension Insurance's PSX Position: Q1 2026 in Review

Elo Mutual Pension Insurance opened a new position in Phillips 66 (PSX) in Q1 2026: 30,347 shares worth $5.53M. The stake represents 0.09% of the portfolio and ranks #177 among its holdings. This is a return to the name: Elo Mutual Pension Insurance previously reported a position in PSX as recently as Q2 2025.

Elo Mutual Pension Insurance first reported a position in PSX in Q4 2020 and has held it in 20 quarters since. The position peaked at $7.65M in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Elo Mutual Pension Insurance held 30,347 shares of Phillips 66 worth $5.53M as of Q1 2026.
  • Phillips 66 was a new Elo Mutual Pension Insurance position in Q1 2026.
  • Phillips 66 made up 0.09% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #177 holding.
  • Elo Mutual Pension Insurance first reported a position in Phillips 66 in Q4 2020 and has held it in 20 quarters since.
  • Elo Mutual Pension Insurance's Phillips 66 position peaked at $7.65M in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.