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Plato Investment Management’s Phillips 66 PSX Stock Holding History

Plato 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 		$144K Buy
789
+365
+86% +$57.2K 0.01% 420
2025
Q4 		$55K Sell
424
-456
-52% -$61.4K ﹤0.01% 431
2025
Q3 		$119K Hold
880
– – 0.01% 413
2025
Q2 		$105K Hold
880
– – 0.01% 423
2025
Q1 		$110K Hold
880
– – 0.01% 418
2024
Q4 		$101K Sell
880
-1,447
-62% -$184K 0.01% 461
2024
Q3 		$306K Sell
2,327
-2,848
-55% -$385K 0.02% 353
2024
Q2 		$731K Hold
5,175
– – 0.07% 242
2024
Q1 		$845K Buy
5,175
+4,654
+893% +$671K 0.09% 220
2023
Q4 		$69.4K Buy
+521
New +$62.3K 0.09% 193

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

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

Plato Investment Management increased its Phillips 66 (PSX) stake by 86% in Q1 2026, buying an estimated $57.2K and bringing the position to 789 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #420.

Plato Investment Management first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. The position peaked at $845K in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Plato Investment Management held 789 shares of Phillips 66 worth $144K as of Q1 2026.
  • Plato Investment Management bought 365 Phillips 66 shares in Q1 2026, an estimated $57.2K.
  • Phillips 66 made up 0.01% of Plato Investment Management's portfolio in Q1 2026, its #420 holding.
  • Plato Investment Management first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Phillips 66 position peaked at $845K in Q1 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.