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Hoese & Co’s Phillips 66 PSX Stock Holding History

Hoese & 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 		$42.3K Buy
+250
New +$43K 0.03% 118
2025
Q3 		– Sell
-302
Closed -$36K – 145
2025
Q2 		$36K Hold
302
– – 0.03% 110
2025
Q1 		$37.3K Hold
302
– – 0.03% 82
2024
Q4 		$34.4K Sell
302
-100
-25% -$12.7K 0.03% 88
2024
Q3 		$52.8K Buy
402
+100
+33% +$13.5K 0.04% 71
2024
Q2 		$42.9K Hold
302
– – 0.04% 72
2024
Q1 		$43K Hold
302
– – 0.04% 71
2023
Q4 		$38.9K Hold
302
– – 0.04% 72
2023
Q3 		$36.3K Hold
302
– – 0.04% 78
2023
Q2 		$28.8K Hold
302
– – 0.03% 90
2023
Q1 		$31K Hold
302
– – 0.04% 83
2022
Q4 		$33K Hold
302
– – 0.03% 88
2022
Q3 		$24K Hold
302
– – 0.03% 97
2022
Q2 		$25K Hold
302
– – 0.03% 99
2022
Q1 		$26K Hold
302
– – 0.03% 107
2021
Q4 		$22K Hold
302
– – 0.02% 113
2021
Q3 		$21K Hold
302
– – 0.02% 118
2021
Q2 		$26K Buy
+302
New +$25.5K 0.03% 108

Other funds holding PSX

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Hoese & Co's PSX Position: Q2 2026 in Review

Hoese & Co opened a new position in Phillips 66 (PSX) in Q2 2026: 250 shares worth $42.3K. The stake represents 0.03% of the portfolio and ranks #118 among its holdings. This is a return to the name: Hoese & Co previously reported a position in PSX as recently as Q2 2025.

Hoese & Co first reported a position in PSX in Q2 2021 and has held it in 18 quarters since. The position peaked at $52.8K in Q3 2024. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Hoese & Co held 250 shares of Phillips 66 worth $42.3K as of Q2 2026.
  • Phillips 66 was a new Hoese & Co position in Q2 2026.
  • Phillips 66 made up 0.03% of Hoese & Co's portfolio in Q2 2026, its #118 holding.
  • Hoese & Co first reported a position in Phillips 66 in Q2 2021 and has held it in 18 quarters since.
  • Hoese & Co's Phillips 66 position peaked at $52.8K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.