Hendley & Co
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Hendley & Co’s Phillips 66 PSX Stock Holding History

Hendley & Co’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
Q3 		$340K Hold
1,330
– – 0.12% 47
2026
Q2 		$225K Hold
1,330
– – 0.08% 46
2026
Q1 		$242K Buy
+1,330
New +$208K 0.09% 45
2025
Q4 		– Sell
-1,480
Closed -$201K – 50
2025
Q3 		$201K Sell
1,480
-325
-18% -$41.6K 0.07% 47
2025
Q2 		$215K Sell
1,805
-4,030
-69% -$451K 0.08% 46
2025
Q1 		$721K Sell
5,835
-9,435
-62% -$1.16M 0.25% 43
2024
Q4 		$1.74M Hold
15,270
– – 0.61% 39
2024
Q3 		$2.01M Hold
15,270
– – 0.7% 38
2024
Q2 		$2.16M Sell
15,270
-30
-0.2% -$4.44K 0.77% 37
2024
Q1 		$2.5M Hold
15,300
– – 0.89% 35
2023
Q4 		$2.04M Sell
15,300
-95
-0.6% -$11.4K 0.79% 33
2023
Q3 		$1.85M Sell
15,395
-35
-0.2% -$3.93K 0.75% 35
2023
Q2 		$1.47M Hold
15,430
– – 0.61% 35
2023
Q1 		$1.56M Sell
15,430
-4,140
-21% -$421K 0.7% 32
2022
Q4 		$2.04M Sell
19,570
-30,503
-61% -$3.12M 0.91% 30
2022
Q3 		$4.04M Sell
50,073
-157
-0.3% -$13.4K 1.86% 19
2022
Q2 		$4.12M Sell
50,230
-1,652
-3% -$153K 1.77% 20
2022
Q1 		$4.48M Sell
51,882
-288
-0.6% -$24.2K 1.53% 24
2021
Q4 		$3.78M Sell
52,170
-30,957
-37% -$2.34M 1.23% 30
2021
Q3 		$5.82M Sell
83,127
-215
-0.3% -$15.6K 2.03% 17
2021
Q2 		$7.15M Buy
83,342
+10,065
+14% +$850K 2.39% 15
2021
Q1 		$5.98M Sell
73,277
-900
-1% -$70.6K 2.08% 16
2020
Q4 		$5.19M Sell
74,177
-865
-1% -$50.8K 2% 18
2020
Q3 		$3.89M Buy
75,042
+19,475
+35% +$1.19M 1.62% 23
2020
Q2 		$4M Buy
+55,567
New +$3.93M 1.89% 20

Other funds holding PSX

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Hendley & Co's PSX Position: Q3 2026 in Review

Hendley & Co held its Phillips 66 (PSX) position steady in Q3 2026 at 1,330 shares worth $340K. The position accounts for 0.12% of the portfolio, ranked #47.

Hendley & Co first reported a position in PSX in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.15M in Q2 2021. 1,113 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Hendley & Co held 1,330 shares of Phillips 66 worth $340K as of Q3 2026.
  • Hendley & Co left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.12% of Hendley & Co's portfolio in Q3 2026, its #47 holding.
  • Hendley & Co first reported a position in Phillips 66 in Q2 2020 and has held it in 25 quarters since.
  • Hendley & Co's Phillips 66 position peaked at $7.15M in Q2 2021.
  • 1,113 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Hendley & Co's 13F filing for Q3 2026, filed 29 Oct 2026.