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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
Q2 		$32M Buy
189,084
+2,520
+1% +$434K 1.08% 31
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 $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 $3.37T AUM 44.26% 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

NFJ Investment Group's PSX Position: Q2 2026 in Review

NFJ Investment Group increased its Phillips 66 (PSX) stake by 1.4% in Q2 2026, buying an estimated $434K and bringing the position to 189,084 shares worth $32M. The position accounts for 1.08% of the portfolio, ranked #31.

NFJ Investment Group first reported a position in PSX in Q1 2021 and has held it in 22 quarters since. The position peaked at $42.7M in Q1 2022. 2,103 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • NFJ Investment Group held 189,084 shares of Phillips 66 worth $32M as of Q2 2026.
  • NFJ Investment Group bought 2,520 Phillips 66 shares in Q2 2026, an estimated $434K.
  • Phillips 66 made up 1.08% of NFJ Investment Group's portfolio in Q2 2026, its #31 holding.
  • NFJ Investment Group first reported a position in Phillips 66 in Q1 2021 and has held it in 22 quarters since.
  • NFJ Investment Group's Phillips 66 position peaked at $42.7M in Q1 2022.
  • 2,103 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on NFJ Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.