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Hemington Wealth Management’s Phillips 66 PSX Stock Holding History

Hemington 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
2025
Q3 		$78K Buy
576
+78
+16% +$9.99K 0.01% 279
2025
Q2 		$59K Buy
498
+2
+0.4% +$224 0.01% 306
2025
Q1 		$61K Buy
496
+124
+33% +$15.3K 0.01% 287
2024
Q4 		$42K Buy
372
+8
+2% +$1.02K 0.01% 345
2024
Q3 		$44K Buy
+364
New +$49.1K 0.01% 319

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hemington Wealth Management's PSX Position: Q3 2025 in Review

Hemington Wealth Management increased its Phillips 66 (PSX) stake by 16% in Q3 2025, buying an estimated $9.99K and bringing the position to 576 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #279.

Hemington Wealth Management first reported a position in PSX in Q3 2024 and has held it in 5 quarters since. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Hemington Wealth Management held 576 shares of Phillips 66 worth $78K as of Q3 2025.
  • Hemington Wealth Management bought 78 Phillips 66 shares in Q3 2025, an estimated $9.99K.
  • Phillips 66 made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #279 holding.
  • Hemington Wealth Management first reported a position in Phillips 66 in Q3 2024 and has held it in 5 quarters since.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.