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IFM Investors’s Phillips 66 PSX Stock Holding History

IFM Investors’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 		$12.2M Buy
71,928
+5,037
+8% +$867K 0.08% 230
2026
Q1 		$12.2M Buy
66,891
+4,750
+8% +$744K 0.1% 192
2025
Q4 		$8.02M Sell
62,141
-4,579
-7% -$616K 0.07% 259
2025
Q3 		$9.3M Buy
66,720
+601
+0.9% +$77K 0.08% 222
2025
Q2 		$7.89M Sell
66,119
-1,502
-2% -$168K 0.08% 250
2025
Q1 		$8.35M Buy
67,621
+4,766
+8% +$587K 0.09% 219
2024
Q4 		$7.16M Sell
62,855
-9,006
-13% -$1.15M 0.07% 253
2024
Q3 		$9.45M Sell
71,861
-15,803
-18% -$2.13M 0.09% 213
2024
Q2 		$12.4M Sell
87,664
-1,277
-1% -$189K 0.13% 156
2024
Q1 		$14.5M Sell
88,941
-1,201
-1% -$173K 0.16% 122
2023
Q4 		$12M Sell
90,142
-596
-0.7% -$71.2K 0.15% 137
2023
Q3 		$10.9M Buy
90,738
+1,266
+1% +$142K 0.14% 135
2023
Q2 		$8.53M Buy
89,472
+4,877
+6% +$474K 0.11% 183
2023
Q1 		$8.58M Buy
84,595
+2,420
+3% +$246K 0.13% 159
2022
Q4 		$8.55M Hold
82,175
– – 0.14% 154
2022
Q3 		$6.63M Buy
82,175
+983
+1% +$83.8K 0.12% 175
2022
Q2 		$6.66M Buy
81,192
+15,093
+23% +$1.4M 0.12% 183
2022
Q1 		$5.71M Buy
66,099
+9,890
+18% +$832K 0.09% 234
2021
Q4 		$4.07M Sell
56,209
-754
-1% -$57K 0.07% 268
2021
Q3 		$3.99M Buy
56,963
+362
+0.6% +$26.2K 0.08% 240
2021
Q2 		$4.86M Buy
56,601
+8,947
+19% +$755K 0.1% 208
2021
Q1 		$3.89M Buy
47,654
+5,441
+13% +$427K 0.1% 203
2020
Q4 		$2.95M Buy
42,213
+5,760
+16% +$338K 0.09% 217
2020
Q3 		$1.89M Buy
36,453
+3,857
+12% +$235K 0.08% 251
2020
Q2 		$2.34M Sell
32,596
-12,265
-27% -$868K 0.12% 158
2020
Q1 		$2.43M Sell
44,861
-1,756
-4% -$143K 0.11% 178
2019
Q4 		$5.19M Sell
46,617
-2,134
-4% -$240K 0.18% 118
2019
Q3 		$4.99M Buy
48,751
+16,509
+51% +$1.65M 0.18% 123
2019
Q2 		$3.02M Buy
32,242
+2,925
+10% +$262K 0.17% 128
2019
Q1 		$2.79M Buy
29,317
+3,738
+15% +$355K 0.18% 126
2018
Q4 		$2.2M Buy
25,579
+2,364
+10% +$231K 0.18% 123
2018
Q3 		$2.62M Buy
23,215
+3,268
+16% +$378K 0.2% 111
2018
Q2 		$2.24M Buy
19,947
+6,397
+47% +$719K 0.21% 106
2018
Q1 		$1.3M Buy
13,550
+1,329
+11% +$129K 0.19% 123
2017
Q4 		$1.24M Buy
12,221
+20
+0.2% +$1.9K 0.2% 118
2017
Q3 		$1.12M Sell
12,201
-322
-3% -$27.3K 0.19% 128
2017
Q2 		$1.04M Buy
12,523
+2,940
+31% +$231K 0.19% 127
2017
Q1 		$759K Buy
9,583
+3,561
+59% +$287K 0.19% 124
2016
Q4 		$520K Buy
+6,022
New +$501K 0.25% 107

Other funds holding PSX

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
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
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

IFM Investors's PSX Position: Q2 2026 in Review

IFM Investors increased its Phillips 66 (PSX) stake by 7.5% in Q2 2026, buying an estimated $867K and bringing the position to 71,928 shares worth $12.2M. The position accounts for 0.08% of the portfolio, ranked #230.

IFM Investors first reported a position in PSX in Q4 2016 and has held it in 39 quarters since. The position peaked at $14.5M in Q1 2024. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • IFM Investors held 71,928 shares of Phillips 66 worth $12.2M as of Q2 2026.
  • IFM Investors bought 5,037 Phillips 66 shares in Q2 2026, an estimated $867K.
  • Phillips 66 made up 0.08% of IFM Investors's portfolio in Q2 2026, its #230 holding.
  • IFM Investors first reported a position in Phillips 66 in Q4 2016 and has held it in 39 quarters since.
  • IFM Investors's Phillips 66 position peaked at $14.5M in Q1 2024.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.