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iA Global Asset Management’s Phillips 66 PSX Stock Holding History

iA Global Asset 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
-34,170
Closed -$6.22M – 506
2026
Q1 		$6.22M Buy
+34,170
New +$5.35M 0.09% 173
2024
Q4 		– Sell
-3,099
Closed -$407K – 495
2024
Q3 		$407K Buy
+3,099
New +$418K 0.01% 398
2024
Q2 		– Sell
-2,566
Closed -$419K – 509
2024
Q1 		$419K Sell
2,566
-418
-14% -$60.2K 0.01% 376
2023
Q4 		$397K Sell
2,984
-20,124
-87% -$2.41M 0.01% 366
2023
Q3 		$2.78M Buy
23,108
+10,016
+77% +$1.12M 0.07% 196
2023
Q2 		$1.25M Buy
+13,092
New +$1.27M 0.03% 264

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

iA Global Asset Management's PSX Position: Q2 2026 in Review

iA Global Asset Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 34,170 shares — an estimated $6.22M sold.

iA Global Asset Management first reported a position in PSX in Q2 2023 and held it in 6 quarters. The position peaked at $6.22M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • iA Global Asset Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • iA Global Asset Management sold 34,170 Phillips 66 shares in Q2 2026, an estimated $6.22M.
  • iA Global Asset Management first reported a position in Phillips 66 in Q2 2023 and held it in 6 quarters.
  • iA Global Asset Management's Phillips 66 position peaked at $6.22M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on iA Global Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.