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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harfst & Associates's PSX Position: Q2 2026 in Review

Harfst & Associates reduced its Phillips 66 (PSX) stake by 0.66% in Q2 2026, selling an estimated $11.4K and leaving 9,952 shares worth $1.68M. The position accounts for 0.26% of the portfolio, ranked #68.

Harfst & Associates first reported a position in PSX in Q2 2015 and has held it in 7 quarters since. The position peaked at $1.83M in Q1 2026. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Harfst & Associates held 9,952 shares of Phillips 66 worth $1.68M as of Q2 2026.
Harfst & Associates sold 66 Phillips 66 shares in Q2 2026, an estimated $11.4K.
Phillips 66 made up 0.26% of Harfst & Associates's portfolio in Q2 2026, its #68 holding.
Harfst & Associates first reported a position in Phillips 66 in Q2 2015 and has held it in 7 quarters since.
Harfst & Associates's Phillips 66 position peaked at $1.83M in Q1 2026.
2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Harfst & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.