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Heartland Bank & Trust’s Phillips 66 PSX Stock Holding History

Heartland Bank & Trust’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 		$232K Buy
1,371
+33
+2% +$5.68K 0.05% 202
2026
Q1 		$244K Buy
+1,338
New +$210K 0.06% 183

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

Heartland Bank & Trust's PSX Position: Q2 2026 in Review

Heartland Bank & Trust increased its Phillips 66 (PSX) stake by 2.5% in Q2 2026, buying an estimated $5.68K and bringing the position to 1,371 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #202.

Heartland Bank & Trust first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. The position peaked at $244K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Heartland Bank & Trust held 1,371 shares of Phillips 66 worth $232K as of Q2 2026.
  • Heartland Bank & Trust bought 33 Phillips 66 shares in Q2 2026, an estimated $5.68K.
  • Phillips 66 made up 0.05% of Heartland Bank & Trust's portfolio in Q2 2026, its #202 holding.
  • Heartland Bank & Trust first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • Heartland Bank & Trust's Phillips 66 position peaked at $244K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.