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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
Q2 		$6.12M Buy
36,201
+5,854
+19% +$1.01M 0.08% 189
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 $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 $3.38T AUM 44.17% 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

Elo Mutual Pension Insurance's PSX Position: Q2 2026 in Review

Elo Mutual Pension Insurance increased its Phillips 66 (PSX) stake by 19% in Q2 2026, buying an estimated $1.01M and bringing the position to 36,201 shares worth $6.12M. The position accounts for 0.08% of the portfolio, ranked #189.

Elo Mutual Pension Insurance first reported a position in PSX in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.65M in Q1 2024. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Elo Mutual Pension Insurance held 36,201 shares of Phillips 66 worth $6.12M as of Q2 2026.
  • Elo Mutual Pension Insurance bought 5,854 Phillips 66 shares in Q2 2026, an estimated $1.01M.
  • Phillips 66 made up 0.08% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #189 holding.
  • Elo Mutual Pension Insurance first reported a position in Phillips 66 in Q4 2020 and has held it in 21 quarters since.
  • Elo Mutual Pension Insurance's Phillips 66 position peaked at $7.65M in Q1 2024.
  • 2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.