Harfst & Associates’s Phillips 66 PSX Stock Holding History

Harfst & Associates’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	$2.45M	Sell	9,595 -357	-4%	-$81.6K	0.37%	49
2026 Q2	$1.68M	Sell	9,952 -66	-0.7%	-$11.4K	0.26%	68
2026 Q1	$1.83M	Buy	10,018 +284	+3%	+$44.5K	0.33%	60
2025 Q4	$1.26M	Sell	9,734 -78	-0.8%	-$10.5K	0.23%	77
2025 Q3	$1.33M	Buy	9,812 +142	+1%	+$18.2K	0.25%	77
2025 Q2	$1.15M	Buy	9,670 +4,221	+77%	+$473K	0.24%	74
2025 Q1	$673K	Buy	+5,449	New	+$672K	0.16%	76
2015 Q3	–	Sell	-369	Closed	-$30K	–	316
2015 Q2	$30K	Buy	+369	New	+$29.3K	0.02%	207

Other funds holding PSX

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Harfst & Associates's PSX Position: Q3 2026 in Review

Harfst & Associates reduced its Phillips 66 (PSX) stake by 3.6% in Q3 2026, selling an estimated $81.6K and leaving 9,595 shares worth $2.45M. The position accounts for 0.37% of the portfolio, ranked #49.

Harfst & Associates first reported a position in PSX in Q2 2015 and has held it in 8 quarters since. 695 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Harfst & Associates held 9,595 shares of Phillips 66 worth $2.45M as of Q3 2026.
Harfst & Associates sold 357 Phillips 66 shares in Q3 2026, an estimated $81.6K.
Phillips 66 made up 0.37% of Harfst & Associates's portfolio in Q3 2026, its #49 holding.
Harfst & Associates first reported a position in Phillips 66 in Q2 2015 and has held it in 8 quarters since.
695 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Harfst & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.