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Optas LLC’s Phillips 66 PSX Stock Holding History

Optas LLC’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 		$235K Buy
1,393
+98
+8% +$16.9K 0.03% 395
2026
Q1 		$236K Buy
+1,295
New +$203K 0.04% 396
2025
Q3 		– Sell
-1,888
Closed -$225K – 417
2025
Q2 		$225K Buy
+1,888
New +$212K 0.04% 298

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

Optas LLC's PSX Position: Q2 2026 in Review

Optas LLC increased its Phillips 66 (PSX) stake by 7.6% in Q2 2026, buying an estimated $16.9K and bringing the position to 1,393 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #395.

Optas LLC first reported a position in PSX in Q2 2025 and has held it in 3 quarters since. The position peaked at $236K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Optas LLC held 1,393 shares of Phillips 66 worth $235K as of Q2 2026.
  • Optas LLC bought 98 Phillips 66 shares in Q2 2026, an estimated $16.9K.
  • Phillips 66 made up 0.03% of Optas LLC's portfolio in Q2 2026, its #395 holding.
  • Optas LLC first reported a position in Phillips 66 in Q2 2025 and has held it in 3 quarters since.
  • Optas LLC's Phillips 66 position peaked at $236K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.