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Generali Investments CEE’s Phillips 66 PSX Stock Holding History

Generali Investments CEE’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 		$1.71M Sell
10,100
-4,620
-31% -$795K 0.08% 228
2026
Q1 		$2.68M Sell
14,720
-2,400
-14% -$376K 0.14% 183
2025
Q4 		$2.21M Hold
17,120
– – 0.16% 177
2025
Q3 		$2.33M Hold
17,120
– – 0.18% 154
2025
Q2 		$2.04M Hold
17,120
– – 0.17% 164
2025
Q1 		$2.11M Hold
17,120
– – 0.2% 153
2024
Q4 		$1.95M Buy
+17,120
New +$2.18M 0.2% 151

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

Generali Investments CEE's PSX Position: Q2 2026 in Review

Generali Investments CEE reduced its Phillips 66 (PSX) stake by 31% in Q2 2026, selling an estimated $795K and leaving 10,100 shares worth $1.71M. The position accounts for 0.08% of the portfolio, ranked #228.

Generali Investments CEE first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.68M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Generali Investments CEE held 10,100 shares of Phillips 66 worth $1.71M as of Q2 2026.
  • Generali Investments CEE sold 4,620 Phillips 66 shares in Q2 2026, an estimated $795K.
  • Phillips 66 made up 0.08% of Generali Investments CEE's portfolio in Q2 2026, its #228 holding.
  • Generali Investments CEE first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Generali Investments CEE's Phillips 66 position peaked at $2.68M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Generali Investments CEE's 13F filing for Q2 2026, filed 13 Jul 2026.