Sustainable Insight Capital Management’s Phillips 66 PSX Stock Holding History

Sustainable Insight 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	–	Sell	-3,000	Closed	-$547K	–	104
2026 Q1	$547K	Sell	3,000 -9,751	-76%	-$1.53M	0.18%	68
2025 Q4	$1.65M	Buy	12,751 +800	+7%	+$108K	0.55%	32
2025 Q3	$1.63M	Buy	+11,951	New	+$1.53M	0.51%	33
2025 Q2	–	Sell	-11,800	Closed	-$1.46M	–	80
2025 Q1	$1.46M	Buy	+11,800	New	+$1.45M	0.73%	31
2024 Q3	–	Sell	-2,200	Closed	-$311K	–	87
2024 Q2	$311K	Buy	+2,200	New	+$326K	0.16%	53
2022 Q3	–	Sell	-2,868	Closed	-$249K	–	123
2022 Q2	$249K	Hold	2,868	–	–	0.25%	90
2022 Q1	$248K	Hold	2,868	–	–	0.18%	97
2021 Q4	$208K	Buy	+2,868	New	+$217K	0.11%	122
2019 Q2	–	Sell	-2,781	Closed	-$265K	–	87
2019 Q1	$265K	Buy	+2,781	New	+$264K	0.34%	65
2018 Q4	–	Sell	-3,432	Closed	-$387K	–	80
2018 Q3	$387K	Buy	3,432 +758	+28%	+$87.6K	0.25%	36
2018 Q2	$300K	Sell	2,674 -826	-24%	-$92.9K	0.11%	59
2018 Q1	$336K	Hold	3,500	–	–	0.13%	62
2017 Q4	$354K	Buy	3,500 +900	+35%	+$85.6K	0.13%	42
2017 Q3	$238K	Hold	2,600	–	–	0.11%	39
2017 Q2	$215K	Hold	2,600	–	–	0.1%	42
2017 Q1	$206K	Buy	+2,600	New	+$209K	0.1%	54

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sustainable Insight Capital Management's PSX Position: Q2 2026 in Review

Sustainable Insight Capital Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 3,000 shares — an estimated $547K sold.

Sustainable Insight Capital Management first reported a position in PSX in Q1 2017 and held it in 16 quarters. The position peaked at $1.65M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Sustainable Insight Capital Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
Sustainable Insight Capital Management sold 3,000 Phillips 66 shares in Q2 2026, an estimated $547K.
Sustainable Insight Capital Management first reported a position in Phillips 66 in Q1 2017 and held it in 16 quarters.
Sustainable Insight Capital Management's Phillips 66 position peaked at $1.65M in Q4 2025.
2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.