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NFJ Investment Group’s Phillips 66 PSX Stock Holding History

NFJ Investment Group’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
Q1 		$34M Buy
186,564
+123,990
+198% +$19.4M 1.29% 23
2025
Q4 		$8.07M Buy
62,574
+48,947
+359% +$6.59M 0.29% 85
2025
Q3 		$1.85M Sell
13,627
-136
-1% -$17.4K 0.06% 187
2025
Q2 		$1.64M Sell
13,763
-140
-1% -$15.7K 0.06% 219
2025
Q1 		$1.72M Sell
13,903
-654
-4% -$80.6K 0.06% 206
2024
Q4 		$1.66M Sell
14,557
-145
-1% -$18.4K 0.05% 219
2024
Q3 		$1.93M Sell
14,702
-215
-1% -$29K 0.06% 212
2024
Q2 		$2.11M Sell
14,917
-5,278
-26% -$781K 0.06% 199
2024
Q1 		$3.3M Sell
20,195
-732
-3% -$105K 0.09% 168
2023
Q4 		$2.79M Sell
20,927
-90,356
-81% -$10.8M 0.08% 173
2023
Q3 		$13.4M Sell
111,283
-111,139
-50% -$12.5M 0.39% 73
2023
Q2 		$21.2M Buy
222,422
+6,531
+3% +$635K 0.56% 62
2023
Q1 		$21.9M Sell
215,891
-112,599
-34% -$11.4M 0.59% 52
2022
Q4 		$34.2M Sell
328,490
-84,830
-21% -$8.68M 0.9% 27
2022
Q3 		$41.2M Sell
413,320
-9,023
-2% -$769K 1.08% 16
2022
Q2 		$34.6M Sell
422,343
-72,025
-15% -$6.66M 0.83% 27
2022
Q1 		$42.7M Buy
494,368
+29,335
+6% +$2.47M 0.87% 23
2021
Q4 		$33.7M Buy
465,033
+459,816
+8,814% +$34.8M 0.61% 43
2021
Q3 		$366K Sell
5,217
-1,157
-18% -$83.8K 0.01% 361
2021
Q2 		$547K Buy
6,374
+6,366
+79,575% +$537K 0.01% 368
2021
Q1 		$1K Buy
+8
New +$628 ﹤0.01% 371

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NFJ Investment Group's PSX Position: Q1 2026 in Review

NFJ Investment Group increased its Phillips 66 (PSX) stake by 198% in Q1 2026, buying an estimated $19.4M and bringing the position to 186,564 shares worth $34M. The position accounts for 1.29% of the portfolio, ranked #23.

NFJ Investment Group first reported a position in PSX in Q1 2021 and has held it in 21 quarters since. The position peaked at $42.7M in Q1 2022. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • NFJ Investment Group held 186,564 shares of Phillips 66 worth $34M as of Q1 2026.
  • NFJ Investment Group bought 123,990 Phillips 66 shares in Q1 2026, an estimated $19.4M.
  • Phillips 66 made up 1.29% of NFJ Investment Group's portfolio in Q1 2026, its #23 holding.
  • NFJ Investment Group first reported a position in Phillips 66 in Q1 2021 and has held it in 21 quarters since.
  • NFJ Investment Group's Phillips 66 position peaked at $42.7M in Q1 2022.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on NFJ Investment Group's 13F filing for Q1 2026, filed 13 May 2026.