Hardy Reed
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Hardy Reed’s Phillips 66 PSX Stock Holding History

Hardy Reed’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 		$307K Buy
+1,204
New +$275K 0.02% 203
2026
Q2 		– Sell
-1,231
Closed -$224K – 266
2026
Q1 		$224K Buy
+1,231
New +$193K 0.02% 229

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Hardy Reed's PSX Position: Q3 2026 in Review

Hardy Reed opened a new position in Phillips 66 (PSX) in Q3 2026: 1,204 shares worth $307K. The stake represents 0.02% of the portfolio and ranks #203 among its holdings. This is a return to the name: Hardy Reed previously reported a position in PSX as recently as Q1 2026.

Hardy Reed first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. 1,641 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Hardy Reed held 1,204 shares of Phillips 66 worth $307K as of Q3 2026.
  • Phillips 66 was a new Hardy Reed position in Q3 2026.
  • Phillips 66 made up 0.02% of Hardy Reed's portfolio in Q3 2026, its #203 holding.
  • Hardy Reed first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.