GIM
PSX icon

Generali Investments Management’s Phillips 66 PSX Stock Holding History

Generali Investments Management’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 		$1.09M Sell
6,419
-1,346
-17% -$232K 0.24% 71
2026
Q1 		$1.41M Buy
7,765
+3,744
+93% +$587K 0.33% 64
2025
Q4 		$519K Buy
4,021
+1,228
+44% +$165K 0.1% 108
2025
Q3 		$380K Sell
2,793
-296
-10% -$37.9K 0.08% 122
2025
Q2 		$368K Sell
3,089
-589
-16% -$66K 0.08% 111
2025
Q1 		$454K Sell
3,678
-784
-18% -$96.6K 0.13% 96
2024
Q4 		$508K Buy
+4,462
New +$568K 0.13% 95

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 Management's PSX Position: Q2 2026 in Review

Generali Investments Management reduced its Phillips 66 (PSX) stake by 17% in Q2 2026, selling an estimated $232K and leaving 6,419 shares worth $1.09M. The position accounts for 0.24% of the portfolio, ranked #71.

Generali Investments Management first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Generali Investments Management held 6,419 shares of Phillips 66 worth $1.09M as of Q2 2026.
  • Generali Investments Management sold 1,346 Phillips 66 shares in Q2 2026, an estimated $232K.
  • Phillips 66 made up 0.24% of Generali Investments Management's portfolio in Q2 2026, its #71 holding.
  • Generali Investments Management first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Generali Investments Management's Phillips 66 position peaked at $1.41M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Generali Investments Management's 13F filing for Q2 2026, filed 10 Jul 2026.