Genus Capital Management’s Phillips 66 PSX Stock Holding History

Genus Capital 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	–	Sell	-12,725	Closed	-$2.32M	–	222
2026 Q1	$2.32M	Sell	12,725 -500	-4%	-$78.3K	0.27%	108
2025 Q4	$1.71M	Buy	+13,225	New	+$1.78M	0.2%	112
2024 Q2	–	Sell	-50,300	Closed	-$7.45M	–	344
2024 Q1	$8.22M	Buy	+50,300	New	+$7.25M	1.07%	26
2023 Q4	–	Sell	-42,300	Closed	-$5.06M	–	331
2023 Q3	$5.08M	Buy	42,300 +8,300	+24%	+$932K	0.8%	39
2023 Q2	$3.24M	Buy	+34,000	New	+$3.31M	0.48%	71

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Genus Capital Management's PSX Position: Q2 2026 in Review

Genus Capital Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 12,725 shares — an estimated $2.32M sold.

Genus Capital Management first reported a position in PSX in Q2 2023 and held it in 5 quarters. The position peaked at $8.22M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Genus Capital Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
Genus Capital Management sold 12,725 Phillips 66 shares in Q2 2026, an estimated $2.32M.
Genus Capital Management first reported a position in Phillips 66 in Q2 2023 and held it in 5 quarters.
Genus Capital Management's Phillips 66 position peaked at $8.22M in Q1 2024.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.