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 Q3	$63.8K	Hold	250	–	–	0.04%	101
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Hoese & Co's PSX Position: Q3 2026 in Review

Hoese & Co held its Phillips 66 (PSX) position steady in Q3 2026 at 250 shares worth $63.8K. The position accounts for 0.04% of the portfolio, ranked #101.

Hoese & Co first reported a position in PSX in Q2 2021 and has held it in 19 quarters since. 1,439 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Hoese & Co held 250 shares of Phillips 66 worth $63.8K as of Q3 2026.
Hoese & Co left its Phillips 66 share count unchanged in Q3 2026.
Phillips 66 made up 0.04% of Hoese & Co's portfolio in Q3 2026, its #101 holding.
Hoese & Co first reported a position in Phillips 66 in Q2 2021 and has held it in 19 quarters since.
1,439 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.