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 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 $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

Sustainable Insight Capital Management's PSX Position: Q1 2026 in Review

Sustainable Insight Capital Management reduced its Phillips 66 (PSX) stake by 76% in Q1 2026, selling an estimated $1.53M and leaving 3,000 shares worth $547K. The position accounts for 0.18% of the portfolio, ranked #68.

Sustainable Insight Capital Management first reported a position in PSX in Q1 2017 and has held it in 16 quarters since. The position peaked at $1.65M in Q4 2025. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Sustainable Insight Capital Management held 3,000 shares of Phillips 66 worth $547K as of Q1 2026.
Sustainable Insight Capital Management sold 9,751 Phillips 66 shares in Q1 2026, an estimated $1.53M.
Phillips 66 made up 0.18% of Sustainable Insight Capital Management's portfolio in Q1 2026, its #68 holding.
Sustainable Insight Capital Management first reported a position in Phillips 66 in Q1 2017 and has held it in 16 quarters since.
Sustainable Insight Capital Management's Phillips 66 position peaked at $1.65M in Q4 2025.
2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2026, filed 14 May 2026.