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Hartford Financial Management’s Phillips 66 PSX Stock Holding History

Hartford Financial Management’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 		$467K Sell
2,762
-72
-3% -$12.4K 0.1% 115
2026
Q1 		$516K Sell
2,834
-414
-13% -$64.9K 0.13% 104
2025
Q4 		$419K Sell
3,248
-2
-0.1% -$269 0.11% 111
2025
Q3 		$442K Sell
3,250
-14
-0.4% -$1.79K 0.12% 111
2025
Q2 		$389K Sell
3,264
-16,192
-83% -$1.81M 0.11% 114
2025
Q1 		$2.4M Sell
19,456
-340
-2% -$41.9K 0.5% 59
2024
Q4 		$2.26M Sell
19,796
-107
-0.5% -$13.6K 0.46% 64
2024
Q3 		$2.62M Hold
19,903
– – 0.53% 57
2024
Q2 		$2.81M Sell
19,903
-275
-1% -$40.7K 0.6% 51
2024
Q1 		$3.3M Sell
20,178
-125
-0.6% -$18K 0.7% 46
2023
Q4 		$2.7M Sell
20,303
-200
-1% -$23.9K 0.61% 52
2023
Q3 		$2.46M Sell
20,503
-90
-0.4% -$10.1K 0.63% 55
2023
Q2 		$1.96M Sell
20,593
-25
-0.1% -$2.43K 0.49% 70
2023
Q1 		$2.09M Sell
20,618
-16
-0.1% -$1.63K 0.54% 63
2022
Q4 		$2.15M Sell
20,634
-30
-0.1% -$3.07K 0.57% 64
2022
Q3 		$1.67M Sell
20,664
-130
-0.6% -$11.1K 0.49% 72
2022
Q2 		$1.71M Buy
20,794
+33
+0.2% +$3.05K 0.47% 73
2022
Q1 		$1.79M Sell
20,761
-107
-0.5% -$9K 0.43% 84
2021
Q4 		$1.51M Buy
20,868
+1
+0% +$76 0.35% 90
2021
Q3 		$1.46M Buy
20,867
+1
+0% +$72 0.37% 87
2021
Q2 		$1.79M Sell
20,866
-61
-0.3% -$5.15K 0.44% 82
2021
Q1 		$1.71M Buy
20,927
+9,069
+76% +$712K 0.42% 83
2020
Q4 		$829K Sell
11,858
-74
-0.6% -$4.34K 0.22% 107
2020
Q3 		$619K Sell
11,932
-535
-4% -$32.6K 0.18% 110
2020
Q2 		$896K Sell
12,467
-807
-6% -$57.1K 0.29% 100
2020
Q1 		$712K Sell
13,274
-413
-3% -$33.6K 0.28% 98
2019
Q4 		$1.52M Sell
13,687
-140
-1% -$15.7K 0.48% 74
2019
Q3 		$1.42M Sell
13,827
-161
-1% -$16.1K 0.47% 74
2019
Q2 		$1.31M Buy
13,988
+11
+0.1% +$987 0.44% 74
2019
Q1 		$1.33M Sell
13,977
-2,945
-17% -$280K 0.45% 74
2018
Q4 		$1.46M Sell
16,922
-3,165
-16% -$309K 0.56% 62
2018
Q3 		$2.26M Sell
20,087
-887
-4% -$103K 0.77% 44
2018
Q2 		$2.36M Buy
20,974
+6,131
+41% +$689K 0.84% 41
2018
Q1 		$1.42M Sell
14,843
-265
-2% -$25.8K 0.72% 49
2017
Q4 		$1.53M Hold
15,108
– – 0.75% 47
2017
Q3 		$1.38M Sell
15,108
-37
-0.2% -$3.13K 0.7% 52
2017
Q2 		$1.25M Sell
15,145
-100
-0.7% -$7.85K 0.56% 57
2017
Q1 		$1.21M Sell
15,245
-50
-0.3% -$4.03K 0.73% 49
2016
Q4 		$1.32M Sell
15,295
-600
-4% -$49.9K 0.78% 44
2016
Q3 		$1.28M Sell
15,895
-150
-0.9% -$11.7K 0.78% 44
2016
Q2 		$1.27M Hold
16,045
– – 0.77% 44
2016
Q1 		$1.39M Buy
16,045
+550
+4% +$44.7K 0.86% 41
2015
Q4 		$1.27M Buy
15,495
+471
+3% +$40.6K 0.79% 43
2015
Q3 		$1.15M Buy
15,024
+175
+1% +$13.9K 0.77% 44
2015
Q2 		$1.2M Sell
14,849
-133
-0.9% -$10.6K 0.7% 48
2015
Q1 		$1.18M Buy
14,982
+200
+1% +$14.7K 0.72% 52
2014
Q4 		$1.06M Hold
14,782
– – 0.65% 57
2014
Q3 		$1.2M Sell
14,782
-18
-0.1% -$1.5K 0.72% 55
2014
Q2 		$1.19M Buy
14,800
+100
+0.7% +$8.24K 0.72% 53
2014
Q1 		$1.13M Buy
14,700
+200
+1% +$15.2K 0.74% 52
2013
Q4 		$1.12M Hold
14,500
– – 0.73% 55
2013
Q3 		$838K Buy
14,500
+425
+3% +$24.6K 0.58% 59
2013
Q2 		$829K Buy
+14,075
New +$884K 0.57% 59

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hartford Financial Management's PSX Position: Q2 2026 in Review

Hartford Financial Management reduced its Phillips 66 (PSX) stake by 2.5% in Q2 2026, selling an estimated $12.4K and leaving 2,762 shares worth $467K. The position accounts for 0.1% of the portfolio, ranked #115.

Hartford Financial Management first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.3M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Hartford Financial Management held 2,762 shares of Phillips 66 worth $467K as of Q2 2026.
  • Hartford Financial Management sold 72 Phillips 66 shares in Q2 2026, an estimated $12.4K.
  • Phillips 66 made up 0.1% of Hartford Financial Management's portfolio in Q2 2026, its #115 holding.
  • Hartford Financial Management first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • Hartford Financial Management's Phillips 66 position peaked at $3.3M in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.