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HFM Investment Advisors’s Phillips 66 PSX Stock Holding History

HFM Investment 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 		$4.57K Buy
27
+14
+108% +$2.41K ﹤0.01% 211
2026
Q1 		$2.37K Hold
13
– – ﹤0.01% 206
2025
Q4 		$1.68K Hold
13
– – ﹤0.01% 328
2025
Q3 		$1.77K Hold
13
– – ﹤0.01% 211
2025
Q2 		$1.55K Buy
13
+7
+117% +$784 ﹤0.01% 229
2025
Q1 		$741 Buy
+6
New +$739 ﹤0.01% 202

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

HFM Investment Advisors's PSX Position: Q2 2026 in Review

HFM Investment Advisors increased its Phillips 66 (PSX) stake by 108% in Q2 2026, buying an estimated $2.41K and bringing the position to 27 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

HFM Investment Advisors first reported a position in PSX in Q1 2025 and has held it in 6 quarters since. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • HFM Investment Advisors held 27 shares of Phillips 66 worth $4.57K as of Q2 2026.
  • HFM Investment Advisors bought 14 Phillips 66 shares in Q2 2026, an estimated $2.41K.
  • Phillips 66 made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #211 holding.
  • HFM Investment Advisors first reported a position in Phillips 66 in Q1 2025 and has held it in 6 quarters since.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.