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HHM Wealth Advisors’s Phillips 66 PSX Stock Holding History

HHM Wealth 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 		$316K Buy
1,868
+44
+2% +$7.57K 0.03% 168
2026
Q1 		$332K Sell
1,824
-132
-7% -$20.7K 0.04% 148
2025
Q4 		$252K Sell
1,956
-50
-2% -$6.73K 0.03% 170
2025
Q3 		$273K Hold
2,006
– – 0.03% 171
2025
Q2 		$239K Hold
2,006
– – 0.03% 178
2025
Q1 		$248K Sell
2,006
-9
-0.4% -$1.11K 0.03% 162
2024
Q4 		$230K Buy
2,015
+9
+0.4% +$1.15K 0.03% 175
2024
Q3 		$264K Buy
2,006
+50
+3% +$6.75K 0.04% 144
2024
Q2 		$276K Buy
1,956
+497
+34% +$73.6K 0.04% 141
2024
Q1 		$238K Hold
1,459
– – 0.04% 134
2023
Q4 		$194K Hold
1,459
– – 0.03% 143
2023
Q3 		$175K Hold
1,459
– – 0.03% 139
2023
Q2 		$139K Sell
1,459
-20
-1% -$1.94K 0.03% 171
2023
Q1 		$150K Hold
1,479
– – 0.03% 158
2022
Q4 		$154K Sell
1,479
-301
-17% -$30.8K 0.04% 138
2022
Q3 		$144K Buy
1,780
+291
+20% +$24.8K 0.04% 133
2022
Q2 		$122K Hold
1,489
– – 0.03% 177
2022
Q1 		$129K Sell
1,489
-116
-7% -$9.76K 0.03% 191
2021
Q4 		$116K Hold
1,605
– – 0.03% 201
2021
Q3 		$112K Hold
1,605
– – 0.03% 191
2021
Q2 		$138K Buy
1,605
+116
+8% +$9.79K 0.04% 174
2021
Q1 		$121K Hold
1,489
– – 0.04% 164
2020
Q4 		$104K Hold
1,489
– – 0.04% 164
2020
Q3 		$77K Hold
1,489
– – 0.03% 177
2020
Q2 		$107K Hold
1,489
– – 0.04% 131
2020
Q1 		$80K Buy
+1,489
New +$121K 0.04% 149

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS)
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

HHM Wealth Advisors's PSX Position: Q2 2026 in Review

HHM Wealth Advisors increased its Phillips 66 (PSX) stake by 2.4% in Q2 2026, buying an estimated $7.57K and bringing the position to 1,868 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #168.

HHM Wealth Advisors first reported a position in PSX in Q1 2020 and has held it in 26 quarters since. The position peaked at $332K in Q1 2026. 655 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • HHM Wealth Advisors held 1,868 shares of Phillips 66 worth $316K as of Q2 2026.
  • HHM Wealth Advisors bought 44 Phillips 66 shares in Q2 2026, an estimated $7.57K.
  • Phillips 66 made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • HHM Wealth Advisors first reported a position in Phillips 66 in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Phillips 66 position peaked at $332K in Q1 2026.
  • 655 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.