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USS Investment Management’s Phillips 66 PSX Stock Holding History

USS Investment 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 		$8.09M Sell
47,855
-7,222
-13% -$1.24M 0.03% 340
2026
Q1 		$10M Hold
55,077
– – 0.04% 233
2025
Q4 		$7.11M Hold
55,077
– – 0.03% 286
2025
Q3 		$7.49M Hold
55,077
– – 0.03% 276
2025
Q2 		$6.57M Sell
55,077
-60,717
-52% -$6.8M 0.04% 291
2025
Q1 		$14.3M Hold
115,794
– – 0.1% 140
2024
Q4 		$13.2M Buy
115,794
+77,194
+200% +$9.82M 0.09% 175
2024
Q3 		$5.07M Hold
38,600
– – 0.04% 399
2024
Q2 		$5.45M Hold
38,600
– – 0.04% 353
2024
Q1 		$6.31M Hold
38,600
– – 0.05% 317
2023
Q4 		$5.14M Sell
38,600
-16,500
-30% -$1.97M 0.05% 365
2023
Q3 		$6.62M Hold
55,100
– – 0.07% 279
2023
Q2 		$5.26M Buy
55,100
+7,200
+15% +$700K 0.06% 337
2023
Q1 		$4.85M Hold
47,900
– – 0.07% 337
2022
Q4 		$4.99M Buy
47,900
+38,800
+426% +$3.97M 0.07% 326
2022
Q3 		$735K Sell
9,100
-35,495
-80% -$3.03M 0.01% 568
2022
Q2 		$3.66M Sell
44,595
-27,918
-39% -$2.58M 0.04% 449
2022
Q1 		$6.26M Sell
72,513
-53,582
-42% -$4.51M 0.05% 386
2021
Q4 		$9.14M Hold
126,095
– – 0.07% 294
2021
Q3 		$8.83M Buy
126,095
+46,768
+59% +$3.39M 0.07% 275
2021
Q2 		$6.81M Hold
79,327
– – 0.05% 213
2021
Q1 		$6.47M Hold
79,327
– – 0.06% 206
2020
Q4 		$5.55M Sell
79,327
-26,900
-25% -$1.58M 0.05% 214
2020
Q3 		$5.5M Hold
106,227
– – 0.05% 200
2020
Q2 		$7.63M Buy
106,227
+89,375
+530% +$6.33M 0.08% 160
2020
Q1 		$902K Buy
+16,852
New +$1.37M 0.01% 267
2019
Q4 		– Sell
-306,800
Closed -$31.4M – 232
2019
Q3 		$31.4M Hold
306,800
– – 0.32% 67
2019
Q2 		$28.7M Sell
306,800
-43,800
-12% -$3.93M 0.3% 67
2019
Q1 		$33.4M Hold
350,600
– – 0.37% 56
2018
Q4 		$30.2M Buy
+350,600
New +$34.3M 0.37% 55

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 $3.38T AUM 44.17% 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

USS Investment Management's PSX Position: Q2 2026 in Review

USS Investment Management reduced its Phillips 66 (PSX) stake by 13% in Q2 2026, selling an estimated $1.24M and leaving 47,855 shares worth $8.09M. The position accounts for 0.03% of the portfolio, ranked #340.

USS Investment Management first reported a position in PSX in Q4 2018 and has held it in 30 quarters since. The position peaked at $33.4M in Q1 2019. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • USS Investment Management held 47,855 shares of Phillips 66 worth $8.09M as of Q2 2026.
  • USS Investment Management sold 7,222 Phillips 66 shares in Q2 2026, an estimated $1.24M.
  • Phillips 66 made up 0.03% of USS Investment Management's portfolio in Q2 2026, its #340 holding.
  • USS Investment Management first reported a position in Phillips 66 in Q4 2018 and has held it in 30 quarters since.
  • USS Investment Management's Phillips 66 position peaked at $33.4M in Q1 2019.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on USS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.