Halbert Hargrove Global Advisors’s Phillips 66 PSX Stock Holding History

Halbert Hargrove Global Advisors’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	$949	Buy	+6	New	+$1.03K	﹤0.01%	448
2025 Q4	–	Sell	-14	Closed	-$1.91K	–	661
2025 Q3	$1.91K	Buy	+14	New	+$1.79K	﹤0.01%	574
2025 Q2	–	Sell	-6	Closed	-$741	–	573
2025 Q1	$741	Buy	+6	New	+$739	﹤0.01%	471
2015 Q3	–	Sell	-5,616	Closed	-$452K	–	150
2015 Q2	$452K	Sell	5,616 -180	-3%	-$14.3K	0.11%	99
2015 Q1	$456K	Buy	5,796 +880	+18%	+$64.6K	0.15%	102
2014 Q4	$352K	Sell	4,916 -284	-5%	-$21K	0.18%	66
2014 Q3	$423K	Sell	5,200 -113	-2%	-$9.41K	0.12%	66
2014 Q2	$427K	Sell	5,313 -295	-5%	-$24.3K	0.13%	58
2014 Q1	$432K	Sell	5,608 -807	-13%	-$61.4K	0.13%	51
2013 Q4	$495K	Buy	+6,415	New	+$428K	0.15%	44

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Halbert Hargrove Global Advisors's PSX Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Phillips 66 (PSX) in Q2 2026: 6 shares worth $949. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in PSX as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in PSX in Q4 2013 and has held it in 10 quarters since. The position peaked at $495K in Q4 2013. 946 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Halbert Hargrove Global Advisors held 6 shares of Phillips 66 worth $949 as of Q2 2026.
Phillips 66 was a new Halbert Hargrove Global Advisors position in Q2 2026.
Phillips 66 made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #448 holding.
Halbert Hargrove Global Advisors first reported a position in Phillips 66 in Q4 2013 and has held it in 10 quarters since.
Halbert Hargrove Global Advisors's Phillips 66 position peaked at $495K in Q4 2013.
946 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.