Harrell Investment Partners’s Phillips 66 PSX Stock Holding History

Harrell Investment Partners’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	$483K	Hold	2,858	–	–	0.1%	112
2026 Q1	$521K	Buy	2,858 +200	+8%	+$31.3K	0.12%	108
2025 Q4	$343K	Hold	2,658	–	–	0.08%	110
2025 Q3	$362K	Hold	2,658	–	–	0.09%	105
2025 Q2	$317K	Buy	2,658 +1,030	+63%	+$115K	0.08%	109
2025 Q1	$201K	Buy	+1,628	New	+$201K	0.06%	95
2024 Q4	–	Sell	-1,628	Closed	-$214K	–	95
2024 Q3	$214K	Hold	1,628	–	–	0.06%	86
2024 Q2	$230K	Hold	1,628	–	–	0.07%	86
2024 Q1	$266K	Sell	1,628 -101	-6%	-$14.6K	0.08%	83
2023 Q4	$230K	Hold	1,729	–	–	0.07%	92
2023 Q3	$206K	Buy	+1,729	New	+$194K	0.07%	98
2020 Q1	–	Sell	-2,328	Closed	-$259K	–	88
2019 Q4	$259K	Buy	+2,328	New	+$262K	0.12%	77

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

Harrell Investment Partners's PSX Position: Q2 2026 in Review

Harrell Investment Partners held its Phillips 66 (PSX) position steady in Q2 2026 at 2,858 shares worth $483K. The position accounts for 0.1% of the portfolio, ranked #112.

Harrell Investment Partners first reported a position in PSX in Q4 2019 and has held it in 12 quarters since. The position peaked at $521K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Harrell Investment Partners held 2,858 shares of Phillips 66 worth $483K as of Q2 2026.
Harrell Investment Partners left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.1% of Harrell Investment Partners's portfolio in Q2 2026, its #112 holding.
Harrell Investment Partners first reported a position in Phillips 66 in Q4 2019 and has held it in 12 quarters since.
Harrell Investment Partners's Phillips 66 position peaked at $521K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.