Swiss Life Asset Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.8M | Buy |
75,839
+7,330
| +11% | +$1.26M | 0.05% | 260 |
|
|
2026
Q1 | $12.5M | Buy |
68,509
+7,413
| +12% | +$1.16M | 0.06% | 238 |
|
|
2025
Q4 | $7.88M | Buy |
61,096
+3,620
| +6% | +$487K | 0.04% | 318 |
|
|
2025
Q3 | $7.82M | Buy |
57,476
+8,134
| +16% | +$1.04M | 0.04% | 311 |
|
|
2025
Q2 | $5.89M | Buy |
49,342
+2,366
| +5% | +$265K | 0.03% | 333 |
|
|
2025
Q1 | $5.8M | Buy |
46,976
+11,320
| +32% | +$1.4M | 0.04% | 315 |
|
|
2024
Q4 | $4.06M | Buy |
35,656
+18,853
| +112% | +$2.4M | 0.03% | 351 |
|
|
2024
Q3 | $2.21M | Sell |
16,803
-653
| -4% | -$88.2K | 0.03% | 366 |
|
|
2024
Q2 | $2.46M | Sell |
17,456
-36,879
| -68% | -$5.46M | 0.03% | 347 |
|
|
2024
Q1 | $8.88M | Sell |
54,335
-24,544
| -31% | -$3.54M | 0.12% | 154 |
|
|
2023
Q4 | $10.5M | Buy |
78,879
+44,799
| +131% | +$5.35M | 0.13% | 190 |
|
|
2023
Q3 | $4.09M | Buy |
34,080
+1,294
| +4% | +$145K | 0.06% | 327 |
|
|
2023
Q2 | $3.13M | Sell |
32,786
-5,508
| -14% | -$535K | 0.05% | 410 |
|
|
2023
Q1 | $3.88M | Buy |
38,294
+25,753
| +205% | +$2.62M | 0.06% | 365 |
|
|
2022
Q4 | $1.31M | Buy |
+12,541
| New | +$1.28M | 0.02% | 474 |
|
|
2022
Q3 | – | Sell |
-2,232
| Closed | -$184K | – | 624 |
|
|
2022
Q2 | $184K | Sell |
2,232
-4,163
| -65% | -$385K | ﹤0.01% | 589 |
|
|
2022
Q1 | $551K | Sell |
6,395
-810
| -11% | -$68.2K | 0.01% | 510 |
|
|
2021
Q4 | $522K | Hold |
7,205
| – | – | 0.01% | 503 |
|
|
2021
Q3 | $504K | Buy |
7,205
+161
| +2% | +$11.7K | 0.01% | 499 |
|
|
2021
Q2 | $596K | Buy |
7,044
+560
| +9% | +$47.3K | 0.01% | 496 |
|
|
2021
Q1 | $528K | Sell |
6,484
-12,069
| -65% | -$947K | 0.01% | 467 |
|
|
2020
Q4 | $1.3M | Sell |
18,553
-152,186
| -89% | -$8.93M | 0.02% | 435 |
|
|
2020
Q3 | $8.85M | Sell |
170,739
-4,411
| -3% | -$269K | 0.13% | 137 |
|
|
2020
Q2 | $12.6M | Sell |
175,150
-16,757
| -9% | -$1.19M | 0.2% | 103 |
|
|
2020
Q1 | $10.3M | Buy |
191,907
+3,748
| +2% | +$305K | 0.2% | 108 |
|
|
2019
Q4 | $21M | Sell |
188,159
-99,379
| -35% | -$11.2M | 0.4% | 61 |
|
|
2019
Q3 | $29.4M | Buy |
287,538
+241,279
| +522% | +$24.2M | 0.38% | 69 |
|
|
2019
Q2 | $4.32M | Sell |
46,259
-12,388
| -21% | -$1.11M | 0.05% | 198 |
|
|
2019
Q1 | $5.58M | Buy |
+58,647
| New | +$5.57M | 0.07% | 172 |
|
|
2018
Q4 | – | Sell |
-48,694
| Closed | -$5.49M | – | 399 |
|
|
2018
Q3 | $5.49M | Sell |
48,694
-4,132
| -8% | -$478K | 0.07% | 190 |
|
|
2018
Q2 | $5.93M | Sell |
52,826
-5,231
| -9% | -$588K | 0.09% | 159 |
|
|
2018
Q1 | $5.57M | Buy |
58,057
+25,326
| +77% | +$2.47M | 0.1% | 169 |
|
|
2017
Q4 | $3.31M | Buy |
32,731
+27,112
| +483% | +$2.58M | 0.07% | 163 |
|
|
2017
Q3 | $514K | Sell |
5,619
-10,505
| -65% | -$890K | 0.01% | 371 |
|
|
2017
Q2 | $1.33M | Buy |
16,124
+409
| +3% | +$32.1K | 0.03% | 254 |
|
|
2017
Q1 | $1.25M | Buy |
15,715
+10,559
| +205% | +$851K | 0.03% | 235 |
|
|
2016
Q4 | $446K | Buy |
+5,156
| New | +$429K | 0.02% | 382 |
|
|
2016
Q2 | – | Sell |
-4,895
| Closed | -$424K | – | 370 |
|
|
2016
Q1 | $424K | Sell |
4,895
-4,634
| -49% | -$377K | 0.02% | 287 |
|
|
2015
Q4 | $779K | Buy |
9,529
+4,865
| +104% | +$420K | 0.03% | 180 |
|
|
2015
Q3 | $358K | Buy |
+4,664
| New | +$371K | 0.02% | 246 |
|
Other funds holding PSX
Swiss Life Asset Management's PSX Position: Q2 2026 in Review
Swiss Life Asset Management increased its Phillips 66 (PSX) stake by 11% in Q2 2026, buying an estimated $1.26M and bringing the position to 75,839 shares worth $12.8M. The position accounts for 0.05% of the portfolio, ranked #260.
Swiss Life Asset Management first reported a position in PSX in Q3 2015 and has held it in 40 quarters since. The position peaked at $29.4M in Q3 2019. 1,734 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Swiss Life Asset Management held 75,839 shares of Phillips 66 worth $12.8M as of Q2 2026.
- Swiss Life Asset Management bought 7,330 Phillips 66 shares in Q2 2026, an estimated $1.26M.
- Phillips 66 made up 0.05% of Swiss Life Asset Management's portfolio in Q2 2026, its #260 holding.
- Swiss Life Asset Management first reported a position in Phillips 66 in Q3 2015 and has held it in 40 quarters since.
- Swiss Life Asset Management's Phillips 66 position peaked at $29.4M in Q3 2019.
- 1,734 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.