MK
PSX icon

MASTERINVEST Kapitalanlage’s Phillips 66 PSX Stock Holding History

MASTERINVEST Kapitalanlage’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 		$425K Sell
2,513
-273
-10% -$47K 0.04% 229
2026
Q1 		$508K Buy
+2,786
New +$437K 0.05% 211
2025
Q4 		– Sell
-1,516
Closed -$206K – 282
2025
Q3 		$206K Sell
1,516
-323
-18% -$41.4K 0.02% 272
2025
Q2 		$219K Buy
+1,839
New +$206K 0.02% 256

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 $3.38T AUM 44.17% 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

MASTERINVEST Kapitalanlage's PSX Position: Q2 2026 in Review

MASTERINVEST Kapitalanlage reduced its Phillips 66 (PSX) stake by 9.8% in Q2 2026, selling an estimated $47K and leaving 2,513 shares worth $425K. The position accounts for 0.04% of the portfolio, ranked #229.

MASTERINVEST Kapitalanlage first reported a position in PSX in Q2 2025 and has held it in 4 quarters since. The position peaked at $508K in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • MASTERINVEST Kapitalanlage held 2,513 shares of Phillips 66 worth $425K as of Q2 2026.
  • MASTERINVEST Kapitalanlage sold 273 Phillips 66 shares in Q2 2026, an estimated $47K.
  • Phillips 66 made up 0.04% of MASTERINVEST Kapitalanlage's portfolio in Q2 2026, its #229 holding.
  • MASTERINVEST Kapitalanlage first reported a position in Phillips 66 in Q2 2025 and has held it in 4 quarters since.
  • MASTERINVEST Kapitalanlage's Phillips 66 position peaked at $508K in Q1 2026.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on MASTERINVEST Kapitalanlage's 13F filing for Q2 2026, filed 17 Aug 2026.