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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
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

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

Hamilton Capital's PSX Position: Q2 2026 in Review

Hamilton Capital reduced its Phillips 66 (PSX) stake by 12% in Q2 2026, selling an estimated $81.1K and leaving 3,409 shares worth $576K. The position accounts for 0.03% of the portfolio, ranked #77.

Hamilton Capital first reported a position in PSX in Q4 2022 and has held it in 13 quarters since. The position peaked at $707K in Q1 2026. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Hamilton Capital held 3,409 shares of Phillips 66 worth $576K as of Q2 2026.
  • Hamilton Capital sold 471 Phillips 66 shares in Q2 2026, an estimated $81.1K.
  • Phillips 66 made up 0.03% of Hamilton Capital's portfolio in Q2 2026, its #77 holding.
  • Hamilton Capital first reported a position in Phillips 66 in Q4 2022 and has held it in 13 quarters since.
  • Hamilton Capital's Phillips 66 position peaked at $707K in Q1 2026.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.