PCM
PSX icon

Penserra Capital Management’s Phillips 66 PSX Stock Holding History

Penserra Capital 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 		$5K Hold
33
– – ﹤0.01% 963
2026
Q1 		$6K Hold
33
– – ﹤0.01% 916
2025
Q4 		$4K Sell
33
-3
-8% -$404 ﹤0.01% 925
2025
Q3 		$4K Hold
36
– – ﹤0.01% 905
2025
Q2 		$4K Hold
36
– – ﹤0.01% 893
2025
Q1 		$4K Sell
36
-1,046
-97% -$129K ﹤0.01% 942
2024
Q4 		$123K Buy
1,082
+1,046
+2,906% +$133K ﹤0.01% 816
2024
Q3 		$4K Hold
36
– – ﹤0.01% 957
2024
Q2 		$5K Sell
36
-2,158
-98% -$319K ﹤0.01% 1068
2024
Q1 		$357K Buy
2,194
+158
+8% +$22.8K ﹤0.01% 636
2023
Q4 		$270K Sell
2,036
-889
-30% -$106K 0.01% 666
2023
Q3 		$350K Sell
2,925
-52
-2% -$5.84K 0.01% 611
2023
Q2 		$283K Buy
2,977
+2,951
+11,350% +$287K 0.01% 681
2023
Q1 		$2K Hold
26
– – ﹤0.01% 1002
2022
Q4 		$2K Buy
+26
New +$2.66K ﹤0.01% 1059
2020
Q2 		– Sell
-2,325
Closed -$179K – 888
2020
Q1 		$179K Buy
+2,325
New +$189K 0.01% 461
2019
Q4 		– Sell
-750
Closed -$76K – 971
2019
Q3 		$76K Sell
750
-912
-55% -$91.4K 0.01% 600
2019
Q2 		$154K Sell
1,662
-119
-7% -$10.7K 0.01% 430
2019
Q1 		$169K Sell
1,781
-394
-18% -$37.5K 0.01% 363
2018
Q4 		$186K Sell
2,175
-10,007
-82% -$978K 0.02% 292
2018
Q3 		$1.37M Buy
12,182
+11,738
+2,644% +$1.36M 0.08% 211
2018
Q2 		$49K Buy
444
+45
+11% +$5.06K ﹤0.01% 467
2018
Q1 		$38K Buy
+399
New +$38.8K ﹤0.01% 397

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

Penserra Capital Management's PSX Position: Q2 2026 in Review

Penserra Capital Management held its Phillips 66 (PSX) position steady in Q2 2026 at 33 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Penserra Capital Management first reported a position in PSX in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.37M in Q3 2018. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Penserra Capital Management held 33 shares of Phillips 66 worth $5K as of Q2 2026.
  • Penserra Capital Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up ﹤0.01% of Penserra Capital Management's portfolio in Q2 2026, its #963 holding.
  • Penserra Capital Management first reported a position in Phillips 66 in Q1 2018 and has held it in 23 quarters since.
  • Penserra Capital Management's Phillips 66 position peaked at $1.37M in Q3 2018.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.