HFM
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Harvest Fund Management’s Phillips 66 PSX Stock Holding History

Harvest Fund 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 		$733K Hold
4,338
– – 0.02% 184
2026
Q1 		$790K Buy
4,338
+3,757
+647% +$589K 0.03% 179
2025
Q4 		$75K Buy
581
+33
+6% +$4.44K ﹤0.01% 401
2025
Q3 		$75K Buy
548
+534
+3,814% +$68.4K ﹤0.01% 412
2025
Q2 		$2K Sell
14
-122
-90% -$13.7K ﹤0.01% 586
2025
Q1 		$17K Buy
136
+27
+25% +$3.33K ﹤0.01% 558
2024
Q4 		$12K Sell
109
-24
-18% -$3.05K ﹤0.01% 660
2024
Q3 		$17K Sell
133
-421
-76% -$56.8K ﹤0.01% 495
2024
Q2 		$78K Sell
554
-5,282
-91% -$782K 0.01% 443
2024
Q1 		$953K Buy
5,836
+5,119
+714% +$738K 0.09% 151
2023
Q4 		$95K Hold
717
– – 0.01% 337
2023
Q3 		$86K Hold
717
– – 0.02% 341
2023
Q2 		$68K Hold
717
– – 0.01% 382
2023
Q1 		$73K Sell
717
-974
-58% -$99K 0.02% 407
2022
Q4 		$176K Buy
1,691
+112
+7% +$11.5K 0.05% 233
2022
Q3 		$128K Hold
1,579
– – 0.04% 260
2022
Q2 		$129K Buy
1,579
+1,164
+280% +$108K 0.04% 251
2022
Q1 		$35K Hold
415
– – 0.01% 506
2021
Q4 		$30K Hold
415
– – 0.01% 563
2021
Q3 		$29K Hold
415
– – 0.01% 537
2021
Q2 		$36K Hold
415
– – ﹤0.01% 508
2021
Q1 		$33K Buy
415
+174
+72% +$13.7K ﹤0.01% 519
2020
Q4 		$16K Buy
+241
New +$14.1K ﹤0.01% 523
2020
Q3 		– Sell
-416
Closed -$28K – 589
2020
Q2 		$28K Buy
+416
New +$29.5K ﹤0.01% 394

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

Harvest Fund Management's PSX Position: Q2 2026 in Review

Harvest Fund Management held its Phillips 66 (PSX) position steady in Q2 2026 at 4,338 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #184.

Harvest Fund Management first reported a position in PSX in Q2 2020 and has held it in 24 quarters since. The position peaked at $953K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Harvest Fund Management held 4,338 shares of Phillips 66 worth $733K as of Q2 2026.
  • Harvest Fund Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.02% of Harvest Fund Management's portfolio in Q2 2026, its #184 holding.
  • Harvest Fund Management first reported a position in Phillips 66 in Q2 2020 and has held it in 24 quarters since.
  • Harvest Fund Management's Phillips 66 position peaked at $953K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.