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Ostrum Asset Management’s Phillips 66 PSX Stock Holding History

Ostrum Asset 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 		$324K Hold
1,918
– – 0.02% 456
2026
Q1 		$349K Sell
1,918
-3,096
-62% -$485K 0.02% 385
2025
Q4 		$647K Sell
5,014
-1,662
-25% -$224K 0.03% 345
2025
Q3 		$908K Sell
6,676
-2,693
-29% -$345K 0.04% 330
2025
Q2 		$1.12M Sell
9,369
-2,565
-21% -$287K 0.05% 276
2025
Q1 		$1.47M Sell
11,934
-316
-3% -$38.9K 0.08% 238
2024
Q4 		$1.4M Sell
12,250
-504
-4% -$64.1K 0.12% 261
2024
Q3 		$1.68M Buy
12,754
+2,315
+22% +$313K 0.14% 243
2024
Q2 		$1.47M Sell
10,439
-812
-7% -$120K 0.13% 244
2024
Q1 		$1.84M Hold
11,251
– – 0.15% 239
2023
Q4 		$1.5M Buy
11,251
+48
+0.4% +$5.74K 0.13% 246
2023
Q3 		$1.35M Buy
11,203
+1,417
+14% +$159K 0.12% 251
2023
Q2 		$933K Buy
9,786
+8
+0.1% +$778 0.08% 330
2023
Q1 		$991K Buy
+9,778
New +$994K 0.09% 311

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

Ostrum Asset Management's PSX Position: Q2 2026 in Review

Ostrum Asset Management held its Phillips 66 (PSX) position steady in Q2 2026 at 1,918 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #456.

Ostrum Asset Management first reported a position in PSX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.84M in Q1 2024. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Ostrum Asset Management held 1,918 shares of Phillips 66 worth $324K as of Q2 2026.
  • Ostrum Asset Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.02% of Ostrum Asset Management's portfolio in Q2 2026, its #456 holding.
  • Ostrum Asset Management first reported a position in Phillips 66 in Q1 2023 and has held it in 14 quarters since.
  • Ostrum Asset Management's Phillips 66 position peaked at $1.84M in Q1 2024.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Ostrum Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.