GCM
PSX icon

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
2024
Q4 		– Sell
-9,900
Closed -$1.3M – 216
2024
Q3 		$1.3M Sell
9,900
-14,100
-59% -$1.9M 0.17% 119
2024
Q2 		$3.39M Buy
+24,000
New +$3.55M 0.45% 72
2024
Q1 		– Sell
-19,400
Closed -$2.58M – 346
2023
Q4 		$2.58M Buy
+19,400
New +$2.32M 0.38% 87

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 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. 967 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.
  • 967 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.