M&G plc’s Phillips 66 PSX Stock Holding History

M&G plc’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
2025 Q3	–	Sell	-13,103	Closed	-$1.56M	–	444
2025 Q2	$1.56M	Sell	13,103 -9,049	-41%	-$1.01M	0.01%	316
2025 Q1	$2.72M	Sell	22,152 -1,464	-6%	-$180K	0.01%	299
2024 Q4	$2.69M	Hold	23,616	–	–	0.02%	306
2024 Q3	$3.09M	Sell	23,616 -1,890	-7%	-$255K	0.01%	299
2024 Q2	$3.6M	Buy	+25,506	New	+$3.78M	0.01%	283

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

M&G plc's PSX Position: Q3 2025 in Review

M&G plc sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 13,103 shares — an estimated $1.56M sold.

M&G plc first reported a position in PSX in Q2 2024 and held it in 5 quarters. The position peaked at $3.6M in Q2 2024. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

M&G plc reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
M&G plc sold 13,103 Phillips 66 shares in Q3 2025, an estimated $1.56M.
M&G plc first reported a position in Phillips 66 in Q2 2024 and held it in 5 quarters.
M&G plc's Phillips 66 position peaked at $3.6M in Q2 2024.
1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on M&G plc's 13F filing for Q3 2025, filed 7 Nov 2025.