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Siemens Fonds Invest’s Phillips 66 PSX Stock Holding History

Siemens Fonds Invest’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 		$786K Buy
4,649
+2,160
+87% +$372K 0.04% 289
2026
Q1 		$453K Hold
2,489
– – 0.03% 337
2025
Q4 		$322K Sell
2,489
-3,382
-58% -$455K 0.02% 392
2025
Q3 		$799K Sell
5,871
-3,310
-36% -$424K 0.04% 260
2025
Q2 		$1.1M Buy
9,181
+1,020
+12% +$114K 0.06% 224
2025
Q1 		$1.01M Buy
8,161
+226
+3% +$27.9K 0.07% 216
2024
Q4 		$889K Buy
7,935
+2,047
+35% +$260K 0.06% 224
2024
Q3 		$774K Buy
5,888
+1,294
+28% +$175K 0.06% 218
2024
Q2 		$649K Sell
4,594
-145
-3% -$21.5K 0.05% 242
2024
Q1 		$774K Sell
4,739
-260
-5% -$37.5K 0.06% 233
2023
Q4 		$666K Buy
4,999
+1,039
+26% +$124K 0.05% 240
2023
Q3 		$476K Hold
3,960
– – 0.05% 256
2023
Q2 		$376K Hold
3,960
– – 0.04% 286
2023
Q1 		$401K Sell
3,960
-167
-4% -$17K 0.04% 275
2022
Q4 		$430K Sell
4,127
-627
-13% -$64.1K 0.04% 264
2022
Q3 		$384K Hold
4,754
– – 0.04% 278
2022
Q2 		$390K Buy
4,754
+9
+0.2% +$833 0.04% 286
2022
Q1 		$410K Buy
4,745
+136
+3% +$11.4K 0.03% 307
2021
Q4 		$334K Sell
4,609
-17
-0.4% -$1.28K 0.02% 341
2021
Q3 		$324K Buy
+4,626
New +$335K 0.02% 326

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

Siemens Fonds Invest's PSX Position: Q2 2026 in Review

Siemens Fonds Invest increased its Phillips 66 (PSX) stake by 87% in Q2 2026, buying an estimated $372K and bringing the position to 4,649 shares worth $786K. The position accounts for 0.04% of the portfolio, ranked #289.

Siemens Fonds Invest first reported a position in PSX in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.1M in Q2 2025. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Siemens Fonds Invest held 4,649 shares of Phillips 66 worth $786K as of Q2 2026.
  • Siemens Fonds Invest bought 2,160 Phillips 66 shares in Q2 2026, an estimated $372K.
  • Phillips 66 made up 0.04% of Siemens Fonds Invest's portfolio in Q2 2026, its #289 holding.
  • Siemens Fonds Invest first reported a position in Phillips 66 in Q3 2021 and has held it in 20 quarters since.
  • Siemens Fonds Invest's Phillips 66 position peaked at $1.1M in Q2 2025.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.