Ohio Public Employees Retirement System (OPERS)
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Ohio Public Employees Retirement System (OPERS)’s Phillips 66 PSX Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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 		$22.7M Sell
124,328
-3,453
-3% -$541K 0.07% 238
2025
Q4 		$16.5M Sell
127,781
-4,296
-3% -$578K 0.05% 311
2025
Q3 		$18M Buy
132,077
+581
+0.4% +$74.4K 0.06% 296
2025
Q2 		$15.7M Sell
131,496
-44,527
-25% -$4.99M 0.05% 317
2025
Q1 		$21.7M Sell
176,023
-9,581
-5% -$1.18M 0.08% 242
2024
Q4 		$21.1M Sell
185,604
-12,582
-6% -$1.6M 0.07% 247
2024
Q3 		$26.1M Sell
198,186
-4,115
-2% -$556K 0.11% 184
2024
Q2 		$28.6M Buy
202,301
+22,584
+13% +$3.34M 0.11% 156
2024
Q1 		$29.4M Sell
179,717
-21,051
-10% -$3.03M 0.11% 156
2023
Q4 		$26.7M Buy
200,768
+4,276
+2% +$511K 0.11% 168
2023
Q3 		$23.6M Sell
196,492
-17,645
-8% -$1.98M 0.11% 168
2023
Q2 		$20.4M Sell
214,137
-22,769
-10% -$2.21M 0.08% 225
2023
Q1 		$24M Sell
236,906
-39,565
-14% -$4.02M 0.1% 193
2022
Q4 		$28.8M Buy
276,471
+1,536
+0.6% +$157K 0.12% 162
2022
Q3 		$22.2M Sell
274,935
-3,833
-1% -$327K 0.1% 195
2022
Q2 		$22.9M Buy
278,768
+30,357
+12% +$2.81M 0.1% 201
2022
Q1 		$21.5M Buy
248,411
+9,583
+4% +$806K 0.08% 242
2021
Q4 		$17.3M Sell
238,828
-9,302
-4% -$703K 0.06% 303
2021
Q3 		$17.4M Sell
248,130
-5,827
-2% -$422K 0.06% 286
2021
Q2 		$21.8M Sell
253,957
-25,748
-9% -$2.17M 0.08% 233
2021
Q1 		$22.8M Buy
279,705
+20,547
+8% +$1.61M 0.09% 203
2020
Q4 		$18.1M Buy
259,158
+16,929
+7% +$994K 0.08% 216
2020
Q3 		$12.6M Buy
242,229
+294
+0.1% +$17.9K 0.07% 230
2020
Q2 		$17.4M Sell
241,935
-31,766
-12% -$2.25M 0.1% 197
2020
Q1 		$14.7M Sell
273,701
-35,905
-12% -$2.92M 0.1% 190
2019
Q4 		$34.5M Buy
309,606
+24,076
+8% +$2.7M 0.18% 122
2019
Q3 		$29.2M Sell
285,530
-1,763
-0.6% -$177K 0.16% 143
2019
Q2 		$26.9M Sell
287,293
-13,117
-4% -$1.18M 0.14% 153
2019
Q1 		$28.6M Sell
300,410
-1,917
-0.6% -$182K 0.15% 146
2018
Q4 		$26M Buy
302,327
+13,924
+5% +$1.36M 0.15% 145
2018
Q3 		$32.5M Sell
288,403
-6,181
-2% -$715K 0.16% 132
2018
Q2 		$33.1M Sell
294,584
-2,793
-0.9% -$314K 0.17% 128
2018
Q1 		$28.5M Sell
297,377
-21,124
-7% -$2.06M 0.15% 148
2017
Q4 		$32.2M Buy
318,501
+1,445
+0.5% +$137K 0.16% 143
2017
Q3 		$29M Buy
317,056
+15,689
+5% +$1.33M 0.15% 147
2017
Q2 		$24.9M Sell
301,367
-9,340
-3% -$733K 0.14% 164
2017
Q1 		$24.6M Hold
310,707
– – 0.14% 162
2016
Q4 		$24.4M Sell
310,707
-9,574
-3% -$796K 0.14% 167
2016
Q3 		$25.8M Hold
320,281
– – 0.16% 147
2016
Q2 		$25.4M Sell
320,281
-60,385
-16% -$4.93M 0.16% 144
2016
Q1 		$33M Sell
380,666
-30,948
-8% -$2.52M 0.22% 100
2015
Q4 		$33.7M Buy
411,614
+6,957
+2% +$600K 0.21% 107
2015
Q3 		$31.1M Buy
404,657
+1,511
+0.4% +$120K 0.2% 112
2015
Q2 		$32.5M Sell
403,146
-19,121
-5% -$1.52M 0.19% 122
2015
Q1 		$33.2M Buy
422,267
+11,379
+3% +$835K 0.19% 120
2014
Q4 		$29.5M Sell
410,888
-257
-0.1% -$19K 0.17% 138
2014
Q3 		$33.4M Sell
411,145
-36,142
-8% -$3.01M 0.2% 110
2014
Q2 		$36M Sell
447,287
-24,923
-5% -$2.05M 0.2% 108
2014
Q1 		$36.4M Sell
472,210
-65,389
-12% -$4.98M 0.21% 100
2013
Q4 		$41.5M Sell
537,599
-2,531
-0.5% -$169K 0.22% 96
2013
Q3 		$31.2M Sell
540,130
-9,459
-2% -$548K 0.17% 132
2013
Q2 		$32.4M Buy
+549,589
New +$34.5M 0.18% 117

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

Ohio Public Employees Retirement System (OPERS)'s PSX Position: Q1 2026 in Review

Ohio Public Employees Retirement System (OPERS) reduced its Phillips 66 (PSX) stake by 2.7% in Q1 2026, selling an estimated $541K and leaving 124,328 shares worth $22.7M. The position accounts for 0.07% of the portfolio, ranked #238.

Ohio Public Employees Retirement System (OPERS) first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $41.5M in Q4 2013. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Ohio Public Employees Retirement System (OPERS) held 124,328 shares of Phillips 66 worth $22.7M as of Q1 2026.
  • Ohio Public Employees Retirement System (OPERS) sold 3,453 Phillips 66 shares in Q1 2026, an estimated $541K.
  • Phillips 66 made up 0.07% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #238 holding.
  • Ohio Public Employees Retirement System (OPERS) first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • Ohio Public Employees Retirement System (OPERS)'s Phillips 66 position peaked at $41.5M in Q4 2013.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.