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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

USS Investment Management's PSX Position: Q1 2026 in Review

USS Investment Management held its Phillips 66 (PSX) position steady in Q1 2026 at 55,077 shares worth $10M. The position accounts for 0.04% of the portfolio, ranked #233.

USS Investment Management first reported a position in PSX in Q4 2018 and has held it in 29 quarters since. The position peaked at $33.4M in Q1 2019. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • USS Investment Management held 55,077 shares of Phillips 66 worth $10M as of Q1 2026.
  • USS Investment Management left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.04% of USS Investment Management's portfolio in Q1 2026, its #233 holding.
  • USS Investment Management first reported a position in Phillips 66 in Q4 2018 and has held it in 29 quarters since.
  • USS Investment Management's Phillips 66 position peaked at $33.4M in Q1 2019.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on USS Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.