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Meitav Investment House’s Phillips 66 PSX Stock Holding History

Meitav Investment House’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 		$11.4M Buy
+47,721
New +$8.21M 0.08% 105
2024
Q1 		– Sell
-27,922
Closed -$4.24M – 326
2023
Q4 		$4.24M Sell
27,922
-2,986
-10% -$357K 0.06% 123
2023
Q3 		$3.93M Buy
30,908
+5,920
+24% +$664K 0.06% 130
2023
Q2 		$3.26M Sell
24,988
-1,392
-5% -$135K 0.05% 148
2023
Q1 		$2.8M Buy
+26,380
New +$2.68M 0.05% 162
2018
Q2 		– Sell
-9,176
Closed -$880K – 444
2018
Q1 		$880K Buy
+9,176
New +$893K 0.04% 198

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

Meitav Investment House's PSX Position: Q2 2026 in Review

Meitav Investment House opened a new position in Phillips 66 (PSX) in Q2 2026: 47,721 shares worth $11.4M. The stake represents 0.08% of the portfolio and ranks #105 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in PSX as recently as Q4 2023.

Meitav Investment House first reported a position in PSX in Q1 2018 and has held it in 6 quarters since. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Meitav Investment House held 47,721 shares of Phillips 66 worth $11.4M as of Q2 2026.
  • Phillips 66 was a new Meitav Investment House position in Q2 2026.
  • Phillips 66 made up 0.08% of Meitav Investment House's portfolio in Q2 2026, its #105 holding.
  • Meitav Investment House first reported a position in Phillips 66 in Q1 2018 and has held it in 6 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.