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HB Wealth Management’s Phillips 66 PSX Stock Holding History

HB Wealth 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 		$6.93M Buy
41,017
+2,947
+8% +$507K 0.04% 223
2026
Q1 		$6.94M Buy
38,070
+3,604
+10% +$565K 0.04% 205
2025
Q4 		$4.45M Buy
34,466
+1,437
+4% +$193K 0.03% 271
2025
Q3 		$4.49M Buy
33,029
+2,290
+7% +$293K 0.03% 266
2025
Q2 		$3.67M Buy
30,739
+1,463
+5% +$164K 0.03% 267
2025
Q1 		$3.62M Buy
29,276
+6,737
+30% +$830K 0.03% 278
2024
Q4 		$2.57M Buy
22,539
+2,768
+14% +$352K 0.03% 244
2024
Q3 		$2.6M Buy
19,771
+1,013
+5% +$137K 0.03% 236
2024
Q2 		$2.65M Buy
18,758
+514
+3% +$76.1K 0.03% 226
2024
Q1 		$2.98M Buy
18,244
+82
+0.5% +$11.8K 0.04% 194
2023
Q4 		$2.42M Buy
18,162
+479
+3% +$57.3K 0.03% 200
2023
Q3 		$2.12M Buy
17,683
+490
+3% +$55K 0.03% 199
2023
Q2 		$1.64M Sell
17,193
-251
-1% -$24.4K 0.03% 232
2023
Q1 		$1.77M Buy
17,444
+1,071
+7% +$109K 0.03% 210
2022
Q4 		$1.7M Buy
16,373
+710
+5% +$72.6K 0.03% 217
2022
Q3 		$1.26M Buy
15,663
+1,382
+10% +$118K 0.03% 228
2022
Q2 		$1.17M Buy
14,281
+1,865
+15% +$173K 0.02% 235
2022
Q1 		$1.07M Buy
12,416
+2,331
+23% +$196K 0.02% 260
2021
Q4 		$731K Buy
+10,085
New +$762K 0.01% 266

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

HB Wealth Management's PSX Position: Q2 2026 in Review

HB Wealth Management increased its Phillips 66 (PSX) stake by 7.7% in Q2 2026, buying an estimated $507K and bringing the position to 41,017 shares worth $6.93M. The position accounts for 0.04% of the portfolio, ranked #223.

HB Wealth Management first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.94M in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • HB Wealth Management held 41,017 shares of Phillips 66 worth $6.93M as of Q2 2026.
  • HB Wealth Management bought 2,947 Phillips 66 shares in Q2 2026, an estimated $507K.
  • Phillips 66 made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #223 holding.
  • HB Wealth Management first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Phillips 66 position peaked at $6.94M in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.