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New York Life Investment Management’s Phillips 66 PSX Stock Holding History

New York Life 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 		$9.44M Sell
55,869
-130
-0.2% -$22.4K 0.07% 239
2026
Q1 		$10.2M Buy
55,999
+724
+1% +$113K 0.09% 203
2025
Q4 		$7.13M Buy
55,275
+365
+0.7% +$49.1K 0.06% 254
2025
Q3 		$7.47M Sell
54,910
-543
-1% -$69.6K 0.07% 257
2025
Q2 		$6.62M Buy
55,453
+188
+0.3% +$21.1K 0.06% 272
2025
Q1 		$6.82M Sell
55,265
-215
-0.4% -$26.5K 0.07% 252
2024
Q4 		$6.32M Sell
55,480
-296
-0.5% -$37.7K 0.06% 271
2024
Q3 		$7.33M Sell
55,776
-2,570
-4% -$347K 0.07% 250
2024
Q2 		$8.24M Sell
58,346
-503
-0.9% -$74.5K 0.08% 224
2024
Q1 		$9.61M Sell
58,849
-3,617
-6% -$521K 0.1% 197
2023
Q4 		$8.32M Sell
62,466
-3,520
-5% -$421K 0.09% 206
2023
Q3 		$7.93M Sell
65,986
-861
-1% -$96.6K 0.09% 214
2023
Q2 		$6.38M Sell
66,847
-8,103
-11% -$788K 0.07% 272
2023
Q1 		$7.6M Sell
74,950
-1,171
-2% -$119K 0.08% 240
2022
Q4 		$7.92M Sell
76,121
-1,504
-2% -$154K 0.09% 233
2022
Q3 		$6.26M Sell
77,625
-622
-0.8% -$53K 0.08% 258
2022
Q2 		$6.42M Buy
+78,247
New +$7.24M 0.07% 268
2014
Q4 		– Sell
-8,530
Closed -$694K – 279
2014
Q3 		$694K Hold
8,530
– – 0.11% 60
2014
Q2 		$686K Buy
+8,530
New +$703K 0.12% 63

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New York Life Investment Management's PSX Position: Q2 2026 in Review

New York Life Investment Management reduced its Phillips 66 (PSX) stake by 0.23% in Q2 2026, selling an estimated $22.4K and leaving 55,869 shares worth $9.44M. The position accounts for 0.07% of the portfolio, ranked #239.

New York Life Investment Management first reported a position in PSX in Q2 2014 and has held it in 19 quarters since. The position peaked at $10.2M in Q1 2026. 1,678 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • New York Life Investment Management held 55,869 shares of Phillips 66 worth $9.44M as of Q2 2026.
  • New York Life Investment Management sold 130 Phillips 66 shares in Q2 2026, an estimated $22.4K.
  • Phillips 66 made up 0.07% of New York Life Investment Management's portfolio in Q2 2026, its #239 holding.
  • New York Life Investment Management first reported a position in Phillips 66 in Q2 2014 and has held it in 19 quarters since.
  • New York Life Investment Management's Phillips 66 position peaked at $10.2M in Q1 2026.
  • 1,678 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.