Heck Capital Advisors’s Phillips 66 PSX Stock Holding History

Heck Capital Advisors’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	$1.04M	Buy	6,141 +44	+0.7%	+$7.57K	0.06%	123
2026 Q1	$1.11M	Buy	6,097 +48	+0.8%	+$7.52K	0.08%	113
2025 Q4	$781K	Sell	6,049 -75	-1%	-$10.1K	0.06%	123
2025 Q3	$833K	Buy	6,124 +75	+1%	+$9.61K	0.06%	116
2025 Q2	$722K	Buy	6,049 +28	+0.5%	+$3.14K	0.06%	113
2025 Q1	$743K	Hold	6,021	–	–	0.08%	96
2024 Q4	$686K	Hold	6,021	–	–	0.08%	98
2024 Q3	$791K	Hold	6,021	–	–	0.09%	93
2024 Q2	$850K	Hold	6,021	–	–	0.11%	84
2024 Q1	$983K	Hold	6,021	–	–	0.15%	73
2023 Q4	$802K	Hold	6,021	–	–	0.13%	79
2023 Q3	$723K	Hold	6,021	–	–	0.13%	80
2023 Q2	$574K	Hold	6,021	–	–	0.1%	84
2023 Q1	$610K	Hold	6,021	–	–	0.12%	75
2022 Q4	$627K	Hold	6,021	–	–	0.12%	76
2022 Q3	$486K	Hold	6,021	–	–	0.1%	85
2022 Q2	$494K	Hold	6,021	–	–	0.1%	84
2022 Q1	$520K	Hold	6,021	–	–	0.09%	83
2021 Q4	$436K	Hold	6,021	–	–	0.08%	91
2021 Q3	$422K	Hold	6,021	–	–	0.08%	91
2021 Q2	$517K	Hold	6,021	–	–	0.1%	86
2021 Q1	$491K	Hold	6,021	–	–	0.11%	85
2020 Q4	$421K	Hold	6,021	–	–	0.1%	78
2020 Q3	$312K	Hold	6,021	–	–	0.09%	77
2020 Q2	$433K	Hold	6,021	–	–	0.09%	58
2020 Q1	$323K	Hold	6,021	–	–	0.09%	62
2019 Q4	$671K	Hold	6,021	–	–	0.16%	44
2019 Q3	$617K	Hold	6,021	–	–	0.19%	42
2019 Q2	$563K	Hold	6,021	–	–	0.15%	43
2019 Q1	$573K	Hold	6,021	–	–	0.17%	41
2018 Q4	$519K	Hold	6,021	–	–	0.19%	41
2018 Q3	$679K	Hold	6,021	–	–	0.22%	39
2018 Q2	$676K	Buy	+6,021	New	+$677K	0.25%	36

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Heck Capital Advisors's PSX Position: Q2 2026 in Review

Heck Capital Advisors increased its Phillips 66 (PSX) stake by 0.72% in Q2 2026, buying an estimated $7.57K and bringing the position to 6,141 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #123.

Heck Capital Advisors first reported a position in PSX in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.11M in Q1 2026. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Heck Capital Advisors held 6,141 shares of Phillips 66 worth $1.04M as of Q2 2026.
Heck Capital Advisors bought 44 Phillips 66 shares in Q2 2026, an estimated $7.57K.
Phillips 66 made up 0.06% of Heck Capital Advisors's portfolio in Q2 2026, its #123 holding.
Heck Capital Advisors first reported a position in Phillips 66 in Q2 2018 and has held it in 33 quarters since.
Heck Capital Advisors's Phillips 66 position peaked at $1.11M in Q1 2026.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.