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Intact Investment Management’s Phillips 66 PSX Stock Holding History

Intact Investment 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
Q1 		– Sell
-600
Closed -$77.4K – 323
2025
Q4 		$77.4K Buy
+600
New +$80.8K ﹤0.01% 273
2025
Q1 		– Sell
-600
Closed -$68.4K – 360
2024
Q4 		$68.4K Buy
+600
New +$76.3K ﹤0.01% 277
2023
Q4 		– Sell
-37,700
Closed -$4.53M – 274
2023
Q3 		$4.53M Sell
37,700
-1,800
-5% -$202K 0.2% 96
2023
Q2 		$3.77M Sell
39,500
-9,500
-19% -$924K 0.15% 133
2023
Q1 		$4.97M Hold
49,000
– – 0.2% 105
2022
Q4 		$5.1M Sell
49,000
-16,100
-25% -$1.65M 0.22% 103
2022
Q3 		$5.26M Buy
65,100
+8,000
+14% +$682K 0.17% 103
2022
Q2 		$4.68M Buy
57,100
+12,400
+28% +$1.15M 0.15% 118
2022
Q1 		$3.86M Buy
+44,700
New +$3.76M 0.1% 146
2016
Q1 		– Sell
-23,700
Closed -$1.94M – 290
2015
Q4 		$1.94M Sell
23,700
-5,400
-19% -$466K 0.09% 119
2015
Q3 		$2.24M Sell
29,100
-900
-3% -$71.5K 0.1% 112
2015
Q2 		$2.42M Buy
30,000
+7,300
+32% +$580K 0.1% 110
2015
Q1 		$1.78M Buy
22,700
+15,100
+199% +$1.11M 0.07% 118
2014
Q4 		$545K Hold
7,600
– – 0.02% 199
2014
Q3 		$618K Hold
7,600
– – 0.03% 175
2014
Q2 		$611K Hold
7,600
– – 0.02% 158
2014
Q1 		$586K Hold
7,600
– – 0.03% 155
2013
Q4 		$586K Hold
7,600
– – 0.03% 128
2013
Q3 		$440K Buy
+7,600
New +$441K 0.02% 154

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Intact Investment Management's PSX Position: Q1 2026 in Review

Intact Investment Management sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 600 shares — an estimated $77.4K sold.

Intact Investment Management first reported a position in PSX in Q3 2013 and held it in 19 quarters. The position peaked at $5.26M in Q3 2022. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Intact Investment Management reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Intact Investment Management sold 600 Phillips 66 shares in Q1 2026, an estimated $77.4K.
  • Intact Investment Management first reported a position in Phillips 66 in Q3 2013 and held it in 19 quarters.
  • Intact Investment Management's Phillips 66 position peaked at $5.26M in Q3 2022.
  • 2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Intact Investment Management's 13F filing for Q1 2026, filed 8 May 2026.