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HBK Sorce Advisory’s Phillips 66 PSX Stock Holding History

HBK Sorce Advisory’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 		$3.17M Sell
15,670
-491
-3% -$84.5K 0.06% 119
2026
Q1 		$2.77M Sell
16,161
-1,476
-8% -$231K 0.06% 130
2025
Q4 		$2.78M Buy
17,637
+348
+2% +$46.8K 0.06% 123
2025
Q3 		$2.24M Sell
17,289
-81
-0.5% -$10.4K 0.06% 135
2025
Q2 		$2.07M Sell
17,370
-268
-2% -$30K 0.06% 135
2025
Q1 		$2.18M Buy
17,638
+64
+0.4% +$7.89K 0.06% 125
2024
Q4 		$2M Buy
17,574
+143
+0.8% +$18.2K 0.06% 134
2024
Q3 		$2.29M Sell
17,431
-353
-2% -$47.7K 0.07% 127
2024
Q2 		$2.51M Sell
17,784
-456
-3% -$67.5K 0.09% 116
2024
Q1 		$2.98M Buy
18,240
+140
+0.8% +$20.2K 0.11% 99
2023
Q4 		$2.41M Sell
18,100
-592
-3% -$70.8K 0.09% 126
2023
Q3 		$2.25M Sell
18,692
-1,681
-8% -$189K 0.1% 122
2023
Q2 		$1.94M Sell
20,373
-1,256
-6% -$122K 0.08% 139
2023
Q1 		$2.19M Sell
21,629
-23,849
-52% -$2.42M 0.1% 131
2022
Q4 		$4.73M Buy
45,478
+21,926
+93% +$2.24M 0.13% 112
2022
Q3 		$1.9M Buy
23,552
+5,984
+34% +$510K 0.13% 118
2022
Q2 		$1.44M Sell
17,568
-4,086
-19% -$378K 0.11% 126
2022
Q1 		$1.87M Buy
21,654
+612
+3% +$51.5K 0.1% 130
2021
Q4 		$1.52M Buy
21,042
+1,954
+10% +$148K 0.08% 176
2021
Q3 		$1.34M Buy
19,088
+244
+1% +$17.7K 0.07% 172
2021
Q2 		$1.62M Sell
18,844
-74
-0.4% -$6.25K 0.09% 155
2021
Q1 		$1.54M Buy
18,918
+311
+2% +$24.4K 0.09% 151
2020
Q4 		$1.3M Buy
18,607
+4,616
+33% +$271K 0.08% 164
2020
Q3 		$725K Buy
13,991
+1,953
+16% +$119K 0.05% 202
2020
Q2 		$866K Buy
12,038
+1,054
+10% +$74.6K 0.06% 179
2020
Q1 		$589K Buy
10,984
+1,760
+19% +$143K 0.06% 195
2019
Q4 		$1.03M Buy
9,224
+3,201
+53% +$360K 0.09% 162
2019
Q3 		$617K Buy
6,023
+23
+0.4% +$2.31K 0.06% 224
2019
Q2 		$561K Buy
6,000
+690
+13% +$61.9K 0.05% 229
2019
Q1 		$505K Buy
5,310
+68
+1% +$6.46K 0.05% 248
2018
Q4 		$452K Buy
5,242
+276
+6% +$27K 0.05% 237
2018
Q3 		$560K Buy
4,966
+78
+2% +$9.02K 0.06% 203
2018
Q2 		$549K Buy
4,888
+52
+1% +$5.85K 0.06% 215
2018
Q1 		$464K Sell
4,836
-66
-1% -$6.42K 0.06% 228
2017
Q4 		$496K Buy
4,902
+1,249
+34% +$119K 0.06% 222
2017
Q3 		$335K Sell
3,653
-14
-0.4% -$1.19K 0.05% 232
2017
Q2 		$303K Buy
+3,667
New +$288K 0.05% 236
2017
Q1 		– Sell
-3,924
Closed -$316K – 391
2016
Q4 		$339K Sell
3,924
-526
-12% -$43.7K 0.06% 204
2016
Q3 		$358K Buy
4,450
+401
+10% +$31.2K 0.07% 192
2016
Q2 		$321K Buy
4,049
+424
+12% +$34.6K 0.07% 196
2016
Q1 		$314K Buy
3,625
+177
+5% +$14.4K 0.07% 178
2015
Q4 		$282K Buy
3,448
+2
+0.1% +$173 0.07% 172
2015
Q3 		$265K Buy
3,446
+79
+2% +$6.28K 0.09% 158
2015
Q2 		$271K Buy
3,367
+3
+0.1% +$238 0.09% 148
2015
Q1 		$264K Buy
3,364
+2
+0.1% +$147 0.09% 151
2014
Q4 		$241K Buy
3,362
+153
+5% +$11.3K 0.08% 167
2014
Q3 		$261K Sell
3,209
-74
-2% -$6.16K 0.09% 141
2014
Q2 		$264K Buy
3,283
+220
+7% +$18.1K 0.09% 148
2014
Q1 		$236K Sell
3,063
-306
-9% -$23.3K 0.09% 157
2013
Q4 		$260K Sell
3,369
-1,233
-27% -$82.3K 0.09% 136
2013
Q3 		$266K Sell
4,602
-4,598
-50% -$267K 0.11% 131
2013
Q2 		$542K Buy
+9,200
New +$578K 0.12% 123

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HBK Sorce Advisory's PSX Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Phillips 66 (PSX) stake by 3% in Q2 2026, selling an estimated $84.5K and leaving 15,670 shares worth $3.17M. The position accounts for 0.06% of the portfolio, ranked #119.

HBK Sorce Advisory first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.73M in Q4 2022. 1,311 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • HBK Sorce Advisory held 15,670 shares of Phillips 66 worth $3.17M as of Q2 2026.
  • HBK Sorce Advisory sold 491 Phillips 66 shares in Q2 2026, an estimated $84.5K.
  • Phillips 66 made up 0.06% of HBK Sorce Advisory's portfolio in Q2 2026, its #119 holding.
  • HBK Sorce Advisory first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • HBK Sorce Advisory's Phillips 66 position peaked at $4.73M in Q4 2022.
  • 1,311 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.