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Hazlett, Burt & Watson’s Phillips 66 PSX Stock Holding History

Hazlett, Burt & Watson’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 		$603K Sell
3,561
-102
-3% -$17.6K 0.16% 143
2026
Q1 		$667K Buy
3,663
+514
+16% +$80.5K 0.21% 113
2025
Q4 		$407K Hold
3,149
– – 0.13% 153
2025
Q3 		$428K Buy
3,149
+55
+2% +$7.05K 0.15% 138
2025
Q2 		$370K Buy
3,094
+483
+18% +$54.1K 0.15% 135
2025
Q1 		$322K Sell
2,611
-108
-4% -$13.3K 0.14% 141
2024
Q4 		$309K Buy
2,719
+108
+4% +$13.7K 0.14% 150
2024
Q3 		$343K Sell
2,611
-109
-4% -$14.7K 0.16% 138
2024
Q2 		$384K Buy
2,720
+519
+24% +$76.8K 0.2% 108
2024
Q1 		$360K Buy
2,201
+4
+0.2% +$576 0.22% 98
2023
Q4 		$293K Sell
2,197
-162
-7% -$19.4K 0.2% 115
2023
Q3 		$284K Buy
2,359
+59
+3% +$6.62K 0.21% 105
2023
Q2 		$221K Buy
2,300
+10
+0.4% +$972 0.16% 128
2023
Q1 		$232K Buy
2,290
+11
+0.5% +$1.12K 0.19% 112
2022
Q4 		$237K Buy
2,279
+6
+0.3% +$614 0.21% 105
2022
Q3 		$183K Sell
2,273
-26
-1% -$2.22K 0.18% 121
2022
Q2 		$188K Buy
2,299
+8
+0.3% +$740 0.17% 124
2022
Q1 		$198K Buy
+2,291
New +$193K 0.16% 135

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

Hazlett, Burt & Watson's PSX Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Phillips 66 (PSX) stake by 2.8% in Q2 2026, selling an estimated $17.6K and leaving 3,561 shares worth $603K. The position accounts for 0.16% of the portfolio, ranked #143.

Hazlett, Burt & Watson first reported a position in PSX in Q1 2022 and has held it in 18 quarters since. The position peaked at $667K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Hazlett, Burt & Watson held 3,561 shares of Phillips 66 worth $603K as of Q2 2026.
  • Hazlett, Burt & Watson sold 102 Phillips 66 shares in Q2 2026, an estimated $17.6K.
  • Phillips 66 made up 0.16% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #143 holding.
  • Hazlett, Burt & Watson first reported a position in Phillips 66 in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's Phillips 66 position peaked at $667K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.