Towarzystwo Funduszy Inwestycyjnych PZU SA’s Phillips 66 PSX Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$86.2K	Buy	510 +140	+38%	+$24.1K	0.02%	377
2026 Q1	$67.4K	Sell	370 -260	-41%	-$40.7K	0.02%	354
2025 Q4	$81.3K	Hold	630	–	–	0.02%	323
2025 Q3	$85.7K	Buy	630 +150	+31%	+$19.2K	0.02%	288
2025 Q2	$57.3K	Sell	480 -130	-21%	-$14.6K	0.02%	366
2025 Q1	$75.3K	Hold	610	–	–	0.03%	283
2024 Q4	$69.5K	Buy	610 +250	+69%	+$31.8K	0.02%	285
2024 Q3	$47.3K	Hold	360	–	–	0.02%	346
2024 Q2	$50.8K	Hold	360	–	–	0.02%	303
2024 Q1	$58.8K	Hold	360	–	–	0.02%	275
2023 Q4	$47.9K	Buy	+360	New	+$43K	0.02%	285
2021 Q3	$28K	Buy	+400	New	+$29K	0.03%	220
2021 Q1	–	Sell	-330	Closed	-$23.1K	–	362
2020 Q4	$23.1K	Buy	+330	New	+$19.4K	0.02%	214

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

Towarzystwo Funduszy Inwestycyjnych PZU SA's PSX Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its Phillips 66 (PSX) stake by 38% in Q2 2026, buying an estimated $24.1K and bringing the position to 510 shares worth $86.2K. The position accounts for 0.02% of the portfolio, ranked #377.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in PSX in Q4 2020 and has held it in 13 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 510 shares of Phillips 66 worth $86.2K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA bought 140 Phillips 66 shares in Q2 2026, an estimated $24.1K.
Phillips 66 made up 0.02% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #377 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Phillips 66 in Q4 2020 and has held it in 13 quarters since.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.