Scopus Asset Management’s Phillips 66 PSX Stock Holding History

Scopus 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 Q1	–	Sell	-50,000	Closed	-$6.45M	–	330
2025 Q4	$6.45M	Buy	+50,000	New	+$6.73M	0.11%	211

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Scopus Asset Management's PSX Position: Q3 2014 in Review

Scopus Asset Management sold out of Phillips 66 (PSX) in Q3 2014, closing a stake of 215,000 shares — an estimated $17.3M sold.

Scopus Asset Management first reported a position in PSX in Q3 2013 and held it in 4 quarters. The position peaked at $17.3M in Q2 2014. 1,027 funds tracked by Wall St. Rank hold PSX as of Q3 2014.

Scopus Asset Management reported no remaining Phillips 66 position as of Q3 2014 after selling out during the quarter.
Scopus Asset Management sold 215,000 Phillips 66 shares in Q3 2014, an estimated $17.3M.
Scopus Asset Management first reported a position in Phillips 66 in Q3 2013 and held it in 4 quarters.
Scopus Asset Management's Phillips 66 position peaked at $17.3M in Q2 2014.
1,027 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2014.

Based on Scopus Asset Management's 13F filing for Q3 2014, filed 14 Nov 2014.