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Hodges Capital Management’s Phillips 66 PSX Stock Holding History

Hodges Capital Management’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
2024
Q4 		– Sell
-3,252
Closed -$427K – 218
2024
Q3 		$427K Buy
+3,252
New +$439K 0.03% 186
2023
Q4 		– Sell
-6,873
Closed -$826K – 222
2023
Q3 		$826K Sell
6,873
-10,732
-61% -$1.2M 0.1% 162
2023
Q2 		$2.47M Buy
17,605
+3,853
+28% +$375K 0.14% 124
2023
Q1 		$2.03M Sell
13,752
-5,350
-28% -$544K 0.17% 125
2022
Q4 		$1.99M Buy
19,102
+6,728
+54% +$688K 0.17% 118
2022
Q3 		$999K Sell
12,374
-9,010
-42% -$768K 0.16% 121
2022
Q2 		$1.75M Buy
21,384
+4,152
+24% +$384K 0.18% 106
2022
Q1 		$1.49M Buy
17,232
+3,264
+23% +$275K 0.12% 128
2021
Q4 		$1.01M Buy
+13,968
New +$1.06M 0.07% 146
2016
Q1 		– Sell
-2,463
Closed -$201K – 291
2015
Q4 		$201K Buy
+2,463
New +$213K 0.01% 252
2014
Q4 		– Sell
-2,559
Closed -$208K – 304
2014
Q3 		$208K Sell
2,559
-362
-12% -$30.1K 0.01% 271
2014
Q2 		$235K Sell
2,921
-163
-5% -$13.4K 0.01% 246
2014
Q1 		$238K Hold
3,084
– – 0.01% 224
2013
Q4 		$238K Buy
+3,084
New +$206K 0.02% 214
2013
Q3 		– Sell
-3,484
Closed -$205K – 236
2013
Q2 		$205K Buy
+3,484
New +$219K 0.02% 198

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Hodges Capital Management's PSX Position: Q4 2024 in Review

Hodges Capital Management sold out of Phillips 66 (PSX) in Q4 2024, closing a stake of 3,252 shares — an estimated $427K sold.

Hodges Capital Management first reported a position in PSX in Q2 2013 and held it in 15 quarters. The position peaked at $2.47M in Q2 2023. 1,780 funds tracked by Wall St. Rank hold PSX as of Q4 2024.

  • Hodges Capital Management reported no remaining Phillips 66 position as of Q4 2024 after selling out during the quarter.
  • Hodges Capital Management sold 3,252 Phillips 66 shares in Q4 2024, an estimated $427K.
  • Hodges Capital Management first reported a position in Phillips 66 in Q2 2013 and held it in 15 quarters.
  • Hodges Capital Management's Phillips 66 position peaked at $2.47M in Q2 2023.
  • 1,780 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2024.

Based on Hodges Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.