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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hamilton Capital's PSX Position: Q1 2026 in Review

Hamilton Capital reduced its Phillips 66 (PSX) stake by 0.74% in Q1 2026, selling an estimated $4.54K and leaving 3,880 shares worth $707K. The position accounts for 0.04% of the portfolio, ranked #59.

Hamilton Capital first reported a position in PSX in Q4 2022 and has held it in 12 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Hamilton Capital held 3,880 shares of Phillips 66 worth $707K as of Q1 2026.
  • Hamilton Capital sold 29 Phillips 66 shares in Q1 2026, an estimated $4.54K.
  • Phillips 66 made up 0.04% of Hamilton Capital's portfolio in Q1 2026, its #59 holding.
  • Hamilton Capital first reported a position in Phillips 66 in Q4 2022 and has held it in 12 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.