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Hager Investment Management Services’s Phillips 66 PSX Stock Holding History

Hager Investment Management Services’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 		$99.9K Sell
591
-14
-2% -$2.41K 0.05% 119
2026
Q1 		$110K Hold
605
– – 0.06% 113
2025
Q4 		$78.1K Sell
605
-96
-14% -$12.9K 0.04% 126
2025
Q3 		$95.3K Sell
701
-48
-6% -$6.15K 0.05% 117
2025
Q2 		$89.4K Sell
749
-689
-48% -$77.2K 0.05% 116
2025
Q1 		$178K Buy
1,438
+96
+7% +$11.8K 0.12% 92
2024
Q4 		$153K Buy
+1,342
New +$171K 0.1% 99

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 $3.37T AUM 44.26% 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

Hager Investment Management Services's PSX Position: Q2 2026 in Review

Hager Investment Management Services reduced its Phillips 66 (PSX) stake by 2.3% in Q2 2026, selling an estimated $2.41K and leaving 591 shares worth $99.9K. The position accounts for 0.05% of the portfolio, ranked #119.

Hager Investment Management Services first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $178K in Q1 2025. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Hager Investment Management Services held 591 shares of Phillips 66 worth $99.9K as of Q2 2026.
  • Hager Investment Management Services sold 14 Phillips 66 shares in Q2 2026, an estimated $2.41K.
  • Phillips 66 made up 0.05% of Hager Investment Management Services's portfolio in Q2 2026, its #119 holding.
  • Hager Investment Management Services first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's Phillips 66 position peaked at $178K in Q1 2025.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.