OIM
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Opus Investment Management’s Phillips 66 PSX Stock Holding History

Opus 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
Q1 		$3.08M Sell
16,900
-16,900
-50% -$2.65M 1.84% 17
2025
Q4 		$4.36M Hold
33,800
– – 2.65% 12
2025
Q3 		$4.6M Hold
33,800
– – 2.85% 9
2025
Q2 		$4.03M Hold
33,800
– – 2.68% 14
2025
Q1 		$4.17M Hold
33,800
– – 2.98% 13
2024
Q4 		$3.85M Hold
33,800
– – 2.84% 14
2024
Q3 		$4.44M Hold
33,800
– – 3.12% 13
2024
Q2 		$4.77M Hold
33,800
– – 3.08% 11
2024
Q1 		$5.52M Hold
33,800
– – 3.6% 7
2023
Q4 		$4.5M Sell
33,800
-12,400
-27% -$1.48M 2.58% 13
2023
Q3 		$5.55M Sell
46,200
-23,889
-34% -$2.68M 3.42% 4
2023
Q2 		$6.69M Sell
70,089
-9,600
-12% -$933K 2.4% 4
2023
Q1 		$8.08M Hold
79,689
– – 2.92% 3
2022
Q4 		$8.29M Hold
79,689
– – 2.95% 3
2022
Q3 		$6.43M Hold
79,689
– – 1.5% 9
2022
Q2 		$6.53M Hold
79,689
– – 1.41% 9
2022
Q1 		$6.88M Buy
79,689
+6,000
+8% +$505K 1.06% 18
2021
Q4 		$5.34M Buy
73,689
+40,200
+120% +$3.04M 0.76% 38
2021
Q3 		$2.35M Hold
33,489
– – 0.36% 75
2021
Q2 		$2.87M Hold
33,489
– – 0.43% 72
2021
Q1 		$2.73M Hold
33,489
– – 0.4% 74
2020
Q4 		$2.34M Hold
33,489
– – 0.37% 73
2020
Q3 		$1.74M Hold
33,489
– – 0.33% 76
2020
Q2 		$2.41M Hold
33,489
– – 0.49% 62
2020
Q1 		$1.8M Hold
33,489
– – 0.38% 68
2019
Q4 		$3.73M Hold
33,489
– – 0.61% 50
2019
Q3 		$3.43M Hold
33,489
– – 0.6% 52
2019
Q2 		$3.13M Buy
33,489
+28,800
+614% +$2.58M 0.59% 51
2019
Q1 		$446K Buy
+4,689
New +$446K 0.09% 85

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

Opus Investment Management's PSX Position: Q1 2026 in Review

Opus Investment Management reduced its Phillips 66 (PSX) stake by 50% in Q1 2026, selling an estimated $2.65M and leaving 16,900 shares worth $3.08M. The position accounts for 1.84% of the portfolio, ranked #17.

Opus Investment Management first reported a position in PSX in Q1 2019 and has held it in 29 quarters since. The position peaked at $8.29M in Q4 2022. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Opus Investment Management held 16,900 shares of Phillips 66 worth $3.08M as of Q1 2026.
  • Opus Investment Management sold 16,900 Phillips 66 shares in Q1 2026, an estimated $2.65M.
  • Phillips 66 made up 1.84% of Opus Investment Management's portfolio in Q1 2026, its #17 holding.
  • Opus Investment Management first reported a position in Phillips 66 in Q1 2019 and has held it in 29 quarters since.
  • Opus Investment Management's Phillips 66 position peaked at $8.29M in Q4 2022.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Opus Investment Management's 13F filing for Q1 2026, filed 13 May 2026.