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 Q2	$2.86M	Hold	16,900	–	–	1.56%	20
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Opus Investment Management's PSX Position: Q2 2026 in Review

Opus Investment Management held its Phillips 66 (PSX) position steady in Q2 2026 at 16,900 shares worth $2.86M. The position accounts for 1.56% of the portfolio, ranked #20.

Opus Investment Management first reported a position in PSX in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.29M in Q4 2022. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Opus Investment Management held 16,900 shares of Phillips 66 worth $2.86M as of Q2 2026.
Opus Investment Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 1.56% of Opus Investment Management's portfolio in Q2 2026, its #20 holding.
Opus Investment Management first reported a position in Phillips 66 in Q1 2019 and has held it in 30 quarters since.
Opus Investment Management's Phillips 66 position peaked at $8.29M in Q4 2022.
2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Opus Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.