Hirtle Callaghan & Co’s Phillips 66 PSX Stock Holding History

Hirtle Callaghan & 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 Q2	$228K	Hold	1,350	–	–	0.01%	123
2026 Q1	$246K	Buy	+1,350	New	+$212K	0.01%	104
2025 Q2	–	Sell	-1,652	Closed	-$204K	–	110
2025 Q1	$204K	Sell	1,652 -536	-24%	-$66.1K	0.01%	106
2024 Q4	$249K	Buy	2,188 +568	+35%	+$72.3K	0.01%	106
2024 Q3	$213K	Buy	+1,620	New	+$219K	0.01%	97
2015 Q1	–	Sell	-5,661	Closed	-$406K	–	284
2014 Q4	$406K	Sell	5,661 -300	-5%	-$22.1K	0.09%	125
2014 Q3	$485K	Sell	5,961 -100	-2%	-$8.32K	0.08%	111
2014 Q2	$487K	Sell	6,061 -250	-4%	-$20.6K	0.07%	143
2014 Q1	$486K	Sell	6,311 -24	-0.4%	-$1.83K	0.08%	133
2013 Q4	$489K	Hold	6,335	–	–	0.07%	134
2013 Q3	$366K	Buy	+6,335	New	+$367K	0.06%	164

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hirtle Callaghan & Co's PSX Position: Q2 2026 in Review

Hirtle Callaghan & Co held its Phillips 66 (PSX) position steady in Q2 2026 at 1,350 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #123.

Hirtle Callaghan & Co first reported a position in PSX in Q3 2013 and has held it in 11 quarters since. The position peaked at $489K in Q4 2013. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Hirtle Callaghan & Co held 1,350 shares of Phillips 66 worth $228K as of Q2 2026.
Hirtle Callaghan & Co left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.01% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #123 holding.
Hirtle Callaghan & Co first reported a position in Phillips 66 in Q3 2013 and has held it in 11 quarters since.
Hirtle Callaghan & Co's Phillips 66 position peaked at $489K in Q4 2013.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.