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HBW Advisory Services’s Phillips 66 PSX Stock Holding History

HBW Advisory Services’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 		$646K Buy
3,819
+1,481
+63% +$255K 0.06% 277
2026
Q1 		$426K Buy
2,338
+152
+7% +$23.8K 0.04% 308
2025
Q4 		$282K Buy
2,186
+25
+1% +$3.37K 0.03% 362
2025
Q3 		$294K Buy
2,161
+24
+1% +$3.08K 0.03% 345
2025
Q2 		$255K Buy
2,137
+37
+2% +$4.14K 0.03% 344
2025
Q1 		$259K Sell
2,100
-73
-3% -$9K 0.04% 316
2024
Q4 		$248K Buy
2,173
+15
+0.7% +$1.91K 0.03% 317
2024
Q3 		$284K Buy
2,158
+3
+0.1% +$405 0.04% 282
2024
Q2 		$304K Sell
2,155
-76
-3% -$11.2K 0.05% 253
2024
Q1 		$297K Hold
2,231
– – 0.06% 237
2023
Q4 		$297K Sell
2,231
-57
-2% -$6.81K 0.06% 237
2023
Q3 		$275K Buy
+2,288
New +$257K 0.06% 227

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

HBW Advisory Services's PSX Position: Q2 2026 in Review

HBW Advisory Services increased its Phillips 66 (PSX) stake by 63% in Q2 2026, buying an estimated $255K and bringing the position to 3,819 shares worth $646K. The position accounts for 0.06% of the portfolio, ranked #277.

HBW Advisory Services first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • HBW Advisory Services held 3,819 shares of Phillips 66 worth $646K as of Q2 2026.
  • HBW Advisory Services bought 1,481 Phillips 66 shares in Q2 2026, an estimated $255K.
  • Phillips 66 made up 0.06% of HBW Advisory Services's portfolio in Q2 2026, its #277 holding.
  • HBW Advisory Services first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.