Y-Intercept (HK)’s Phillips 66 PSX Stock Holding History

Y-Intercept (HK)’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	$5.48M	Buy	+32,400	New	+$5.58M	0.11%	256
2026 Q1	–	Sell	-2,601	Closed	-$336K	–	1949
2025 Q4	$336K	Buy	+2,601	New	+$350K	0.01%	1348
2025 Q1	–	Sell	-20,554	Closed	-$2.34M	–	1531
2024 Q4	$2.34M	Buy	20,554 +1,645	+9%	+$209K	0.16%	174
2024 Q3	$2.49M	Sell	18,909 -7,481	-28%	-$1.01M	0.15%	157
2024 Q2	$3.73M	Buy	+26,390	New	+$3.91M	0.2%	96
2024 Q1	–	Sell	-10,240	Closed	-$1.36M	–	1684
2023 Q4	$1.36M	Buy	+10,240	New	+$1.22M	0.13%	219
2023 Q3	–	Sell	-13,719	Closed	-$1.31M	–	1485
2023 Q2	$1.31M	Sell	13,719 -29,353	-68%	-$2.85M	0.14%	202
2023 Q1	$4.37M	Buy	+43,072	New	+$4.38M	0.51%	9
2022 Q3	–	Sell	-34,789	Closed	-$2.85M	–	1213
2022 Q2	$2.85M	Buy	34,789 +1,173	+3%	+$109K	0.37%	54
2022 Q1	$2.9M	Buy	+33,616	New	+$2.83M	0.66%	14

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Y-Intercept (HK)'s PSX Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Phillips 66 (PSX) in Q2 2026: 32,400 shares worth $5.48M. The stake represents 0.11% of the portfolio and ranks #256 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in PSX as recently as Q4 2025.

Y-Intercept (HK) first reported a position in PSX in Q1 2022 and has held it in 10 quarters since. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Y-Intercept (HK) held 32,400 shares of Phillips 66 worth $5.48M as of Q2 2026.
Phillips 66 was a new Y-Intercept (HK) position in Q2 2026.
Phillips 66 made up 0.11% of Y-Intercept (HK)'s portfolio in Q2 2026, its #256 holding.
Y-Intercept (HK) first reported a position in Phillips 66 in Q1 2022 and has held it in 10 quarters since.
653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.