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Hendershot Investments’s Phillips 66 PSX Stock Holding History

Hendershot Investments’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
Q1 		$204K Buy
+1,120
New +$176K 0.03% 118
2024
Q2 		– Sell
-1,350
Closed -$221K – 135
2024
Q1 		$221K Buy
+1,350
New +$195K 0.03% 110

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hendershot Investments's PSX Position: Q1 2026 in Review

Hendershot Investments opened a new position in Phillips 66 (PSX) in Q1 2026: 1,120 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #118 among its holdings. This is a return to the name: Hendershot Investments previously reported a position in PSX as recently as Q1 2024.

Hendershot Investments first reported a position in PSX in Q1 2024 and has held it in 2 quarters since. The position peaked at $221K in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Hendershot Investments held 1,120 shares of Phillips 66 worth $204K as of Q1 2026.
  • Phillips 66 was a new Hendershot Investments position in Q1 2026.
  • Phillips 66 made up 0.03% of Hendershot Investments's portfolio in Q1 2026, its #118 holding.
  • Hendershot Investments first reported a position in Phillips 66 in Q1 2024 and has held it in 2 quarters since.
  • Hendershot Investments's Phillips 66 position peaked at $221K in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Hendershot Investments's 13F filing for Q1 2026, filed 27 Apr 2026.