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International Assets Investment Management’s Phillips 66 PSX Stock Holding History

International Assets 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
Q2 		$3.18M Sell
18,230
-1,144
-6% -$197K 0.19% 100
2026
Q1 		$3.4M Sell
19,374
-3,619
-16% -$567K 0.24% 79
2025
Q4 		$2.97M Buy
22,993
+3,799
+20% +$511K 0.2% 89
2025
Q3 		$2.36M Hold
19,194
– – 0.19% 98
2025
Q2 		$2.29M Sell
19,194
-66
-0.3% -$7.39K 0.18% 103
2025
Q1 		$2.38M Sell
19,260
-757
-4% -$93.3K 0.21% 88
2024
Q4 		$2.29M Buy
+20,017
New +$2.55M 0.19% 87
2024
Q3 		– Sell
-16,310
Closed -$2.3M – 2434
2024
Q2 		$2.3M Buy
16,310
+3,855
+31% +$571K 0.22% 82
2024
Q1 		$2.03M Sell
12,455
-1,893
-13% -$273K 0.21% 98
2023
Q4 		$1.91M Buy
+14,348
New +$1.71M 0.24% 88
2023
Q3 		– Sell
-93,888
Closed -$1.12M – 703
2023
Q2 		$1.12M Buy
93,888
+45,866
+96% +$4.46M 0.15% 136
2023
Q1 		$1.05M Buy
+48,022
New +$4.88M 0.15% 133
2022
Q4 		– Sell
-2,589
Closed -$209K – 852
2022
Q3 		$209K Sell
2,589
-489
-16% -$41.7K 0.05% 367
2022
Q2 		$252 Buy
+3,078
New +$285K 0.02% 333
2021
Q4 		– Sell
-6,638
Closed -$258K – 567
2021
Q3 		$258K Sell
6,638
-383
-5% -$27.7K 0.05% 374
2021
Q2 		$348K Sell
7,021
-7,468
-52% -$630K 0.06% 299
2021
Q1 		$651K Buy
14,489
+7,455
+106% +$585K 0.06% 282
2020
Q4 		$285K Buy
+7,034
New +$413K 0.05% 298
2020
Q3 		– Sell
-2,849
Closed -$205K – 430
2020
Q2 		$205K Buy
+2,849
New +$202K 0.05% 308

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

International Assets Investment Management's PSX Position: Q2 2026 in Review

International Assets Investment Management reduced its Phillips 66 (PSX) stake by 5.9% in Q2 2026, selling an estimated $197K and leaving 18,230 shares worth $3.18M. The position accounts for 0.19% of the portfolio, ranked #100.

International Assets Investment Management first reported a position in PSX in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.4M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • International Assets Investment Management held 18,230 shares of Phillips 66 worth $3.18M as of Q2 2026.
  • International Assets Investment Management sold 1,144 Phillips 66 shares in Q2 2026, an estimated $197K.
  • Phillips 66 made up 0.19% of International Assets Investment Management's portfolio in Q2 2026, its #100 holding.
  • International Assets Investment Management first reported a position in Phillips 66 in Q2 2020 and has held it in 19 quarters since.
  • International Assets Investment Management's Phillips 66 position peaked at $3.4M in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.