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Employees Provident Fund Board’s Phillips 66 PSX Stock Holding History

Employees Provident Fund Board’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
2023
Q1 		– Sell
-185,242
Closed -$19.3M – 99
2022
Q4 		$19.3M Sell
185,242
-162,861
-47% -$16.7M 0.56% 46
2022
Q3 		$28.1M Sell
348,103
-66,897
-16% -$5.7M 0.82% 40
2022
Q2 		$34M Buy
415,000
+376,271
+972% +$34.8M 0.77% 43
2022
Q1 		$3.35M Buy
+38,729
New +$3.26M 0.06% 73
2018
Q2 		– Sell
-263,339
Closed -$25.3M – 52
2018
Q1 		$25.3M Sell
263,339
-249,185
-49% -$24.3M 0.75% 43
2017
Q4 		$51.8M Hold
512,524
– – 1.38% 28
2017
Q3 		$47M Hold
512,524
– – 1.33% 31
2017
Q2 		$42.4M Sell
512,524
-137,276
-21% -$10.8M 1.21% 36
2017
Q1 		$51.5M Sell
649,800
-45,251
-7% -$3.65M 1.5% 25
2016
Q4 		$60.1M Hold
695,051
– – 2.06% 20
2016
Q3 		$56M Buy
695,051
+82,922
+14% +$6.45M 1.99% 24
2016
Q2 		$48.6M Buy
612,129
+226,691
+59% +$18.5M 2.07% 23
2016
Q1 		$33.4M Buy
385,438
+43,051
+13% +$3.5M 1.43% 25
2015
Q4 		$28M Sell
342,387
-27,383
-7% -$2.36M 0.96% 34
2015
Q3 		$28.4M Buy
369,770
+110,974
+43% +$8.82M 1.08% 32
2015
Q2 		$20.8M Buy
258,796
+63,857
+33% +$5.08M 0.73% 39
2015
Q1 		$15.3M Sell
194,939
-118,736
-38% -$8.71M 0.52% 44
2014
Q4 		$22.5M Buy
313,675
+74,854
+31% +$5.52M 0.69% 41
2014
Q3 		$19.4M Buy
238,821
+25,651
+12% +$2.14M 0.61% 43
2014
Q2 		$17.1M Buy
213,170
+59,170
+38% +$4.87M 0.54% 45
2014
Q1 		$11.3M Sell
154,000
-66,000
-30% -$5.03M 0.36% 44
2013
Q4 		$17M Sell
220,000
-50,000
-19% -$3.34M 0.51% 42
2013
Q3 		$15.6M Sell
270,000
-26,300
-9% -$1.52M 0.56% 39
2013
Q2 		$17.5M Buy
+296,300
New +$18.6M 0.7% 37

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Employees Provident Fund Board's PSX Position: Q1 2023 in Review

Employees Provident Fund Board sold out of Phillips 66 (PSX) in Q1 2023, closing a stake of 185,242 shares — an estimated $19.3M sold.

Employees Provident Fund Board first reported a position in PSX in Q2 2013 and held it in 24 quarters. The position peaked at $60.1M in Q4 2016. 1,570 funds tracked by Wall St. Rank hold PSX as of Q1 2023.

  • Employees Provident Fund Board reported no remaining Phillips 66 position as of Q1 2023 after selling out during the quarter.
  • Employees Provident Fund Board sold 185,242 Phillips 66 shares in Q1 2023, an estimated $19.3M.
  • Employees Provident Fund Board first reported a position in Phillips 66 in Q2 2013 and held it in 24 quarters.
  • Employees Provident Fund Board's Phillips 66 position peaked at $60.1M in Q4 2016.
  • 1,570 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2023.

Based on Employees Provident Fund Board's 13F filing for Q1 2023, filed 18 Mar 2026.