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iSAM Funds (UK)’s Phillips 66 PSX Stock Holding History

iSAM Funds (UK)’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
-1,358
Closed -$247K – 388
2026
Q1 		$247K Sell
1,358
-9,007
-87% -$1.41M 0.12% 252
2025
Q4 		$1.34M Sell
10,365
-2,849
-22% -$383K 0.48% 65
2025
Q3 		$1.8M Buy
+13,214
New +$1.69M 0.37% 70
2025
Q2 		– Sell
-7,012
Closed -$866K – 575
2025
Q1 		$866K Buy
+7,012
New +$864K 0.43% 73
2024
Q4 		– Sell
-2,137
Closed -$281K – 379
2024
Q3 		$281K Buy
+2,137
New +$289K 0.16% 219
2023
Q4 		– Sell
-6,876
Closed -$826K – 325
2023
Q3 		$826K Buy
+6,876
New +$772K 0.52% 67

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

iSAM Funds (UK)'s PSX Position: Q2 2026 in Review

iSAM Funds (UK) sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,358 shares — an estimated $247K sold.

iSAM Funds (UK) first reported a position in PSX in Q3 2023 and held it in 6 quarters. The position peaked at $1.8M in Q3 2025. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • iSAM Funds (UK) reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • iSAM Funds (UK) sold 1,358 Phillips 66 shares in Q2 2026, an estimated $247K.
  • iSAM Funds (UK) first reported a position in Phillips 66 in Q3 2023 and held it in 6 quarters.
  • iSAM Funds (UK)'s Phillips 66 position peaked at $1.8M in Q3 2025.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.