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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
Q2 		$476K Buy
2,833
+2,044
+259% +$352K 0.03% 356
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 $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 $3.38T AUM 44.17% 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

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

Plato Investment Management increased its Phillips 66 (PSX) stake by 259% in Q2 2026, buying an estimated $352K and bringing the position to 2,833 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #356.

Plato Investment Management first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $845K in Q1 2024. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Plato Investment Management held 2,833 shares of Phillips 66 worth $476K as of Q2 2026.
  • Plato Investment Management bought 2,044 Phillips 66 shares in Q2 2026, an estimated $352K.
  • Phillips 66 made up 0.03% of Plato Investment Management's portfolio in Q2 2026, its #356 holding.
  • Plato Investment Management first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Phillips 66 position peaked at $845K in Q1 2024.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.