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Versor Investments’s Phillips 66 PSX Stock Holding History

Versor Investments’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 		– Sell
-11,600
Closed -$1.5M – 449
2025
Q4 		$1.5M Buy
11,600
+9,600
+480% +$1.29M 0.23% 73
2025
Q3 		$272K Buy
+2,000
New +$256K 0.05% 511
2024
Q4 		– Sell
-3,800
Closed -$500K – 943
2024
Q3 		$500K Sell
3,800
-5,338
-58% -$721K 0.08% 412
2024
Q2 		$1.29M Buy
9,138
+2,351
+35% +$348K 0.24% 96
2024
Q1 		$1.11M Buy
+6,787
New +$978K 0.22% 115
2021
Q4 		– Sell
-14,448
Closed -$1.01M – 634
2021
Q3 		$1.01M Buy
14,448
+10,522
+268% +$762K 0.03% 114
2021
Q2 		$337K Buy
+3,926
New +$331K 0.01% 209
2019
Q4 		– Sell
-4,400
Closed -$451K – 358
2019
Q3 		$451K Buy
4,400
+1,900
+76% +$190K 0.03% 226
2019
Q2 		$234K Buy
+2,500
New +$224K 0.02% 263
2019
Q1 		– Sell
-10,700
Closed -$922K – 318
2018
Q4 		$922K Sell
10,700
-4,800
-31% -$469K 0.21% 87
2018
Q3 		$1.75M Sell
15,500
-4,600
-23% -$532K 0.65% 39
2018
Q2 		$2.26M Buy
20,100
+13,500
+205% +$1.52M 0.76% 37
2018
Q1 		$633K Buy
+6,600
New +$642K 0.21% 143

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

Versor Investments's PSX Position: Q1 2026 in Review

Versor Investments sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 11,600 shares — an estimated $1.5M sold.

Versor Investments first reported a position in PSX in Q1 2018 and held it in 13 quarters. The position peaked at $2.26M in Q2 2018. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Versor Investments reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Versor Investments sold 11,600 Phillips 66 shares in Q1 2026, an estimated $1.5M.
  • Versor Investments first reported a position in Phillips 66 in Q1 2018 and held it in 13 quarters.
  • Versor Investments's Phillips 66 position peaked at $2.26M in Q2 2018.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.