Hamilton Capital
PSX icon

Hamilton Capital’s Phillips 66 PSX Stock Holding History

Hamilton Capital’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
Q3 		$772K Sell
3,024
-385
-11% -$87.9K 0.04% 58
2026
Q2 		$576K Sell
3,409
-471
-12% -$81.1K 0.03% 77
2026
Q1 		$707K Sell
3,880
-29
-0.7% -$4.54K 0.04% 59
2025
Q4 		$504K Buy
+3,909
New +$526K 0.03% 73
2025
Q2 		$363K Buy
3,041
+471
+18% +$52.8K 0.02% 87
2025
Q1 		$317K Buy
2,570
+199
+8% +$24.5K 0.02% 93
2024
Q4 		$270K Buy
2,371
+29
+1% +$3.69K 0.02% 97
2024
Q3 		$285K Buy
2,342
+60
+3% +$8.1K 0.02% 95
2024
Q2 		$322K Sell
2,282
-387
-14% -$57.3K 0.02% 76
2024
Q1 		$436K Buy
2,669
+232
+10% +$33.4K 0.03% 72
2023
Q4 		$324K Buy
2,437
+204
+9% +$24.4K 0.03% 85
2023
Q3 		$268K Sell
2,233
-308
-12% -$34.6K 0.02% 90
2023
Q2 		$242K Buy
+2,541
New +$247K 0.02% 95
2023
Q1 		– Sell
-2,144
Closed -$223K – 145
2022
Q4 		$223K Buy
+2,144
New +$219K 0.01% 127

Other funds holding PSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Hamilton Capital's PSX Position: Q3 2026 in Review

Hamilton Capital reduced its Phillips 66 (PSX) stake by 11% in Q3 2026, selling an estimated $87.9K and leaving 3,024 shares worth $772K. The position accounts for 0.04% of the portfolio, ranked #58.

Hamilton Capital first reported a position in PSX in Q4 2022 and has held it in 14 quarters since. 1,533 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Hamilton Capital held 3,024 shares of Phillips 66 worth $772K as of Q3 2026.
  • Hamilton Capital sold 385 Phillips 66 shares in Q3 2026, an estimated $87.9K.
  • Phillips 66 made up 0.04% of Hamilton Capital's portfolio in Q3 2026, its #58 holding.
  • Hamilton Capital first reported a position in Phillips 66 in Q4 2022 and has held it in 14 quarters since.
  • 1,533 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.