HI
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Hoey Investments’s Phillips 66 PSX Stock Holding History

Hoey Investments’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 		$31.1K Hold
184
– – ﹤0.01% 188
2026
Q1 		$33.5K Hold
184
– – ﹤0.01% 178
2025
Q4 		$23.7K Hold
184
– – ﹤0.01% 202
2025
Q3 		$25K Hold
184
– – ﹤0.01% 204
2025
Q2 		$22K Sell
184
-16
-8% -$1.79K ﹤0.01% 198
2025
Q1 		$24.7K Hold
200
– – ﹤0.01% 171
2024
Q4 		$22.8K Hold
200
– – ﹤0.01% 169
2024
Q3 		$28.2K Hold
200
– – 0.01% 154
2024
Q2 		$28.2K Hold
200
– – 0.01% 154
2024
Q1 		$32.7K Hold
200
– – 0.01% 147
2023
Q4 		$26.6K Hold
200
– – 0.01% 154
2023
Q3 		$24K Hold
200
– – 0.01% 161
2023
Q2 		$19.1K Sell
200
-12
-6% -$1.17K 0.01% 178
2023
Q1 		$21.5K Buy
212
+12
+6% +$1.22K 0.01% 176
2022
Q4 		$20.8K Hold
200
– – 0.01% 175
2022
Q3 		$16K Hold
200
– – 0.01% 204
2022
Q2 		$16K Hold
200
– – 0.01% 165
2022
Q1 		$17K Sell
200
-750
-79% -$63.1K ﹤0.01% 148
2021
Q4 		$69K Buy
950
+750
+375% +$56.7K 0.02% 95
2021
Q3 		$14K Sell
200
-200
-50% -$14.5K ﹤0.01% 159
2021
Q2 		$34K Sell
400
-315
-44% -$26.6K 0.01% 118
2021
Q1 		$58K Buy
715
+65
+10% +$5.1K 0.02% 100
2020
Q4 		$45K Sell
650
-250
-28% -$14.7K 0.02% 92
2020
Q3 		$47K Sell
900
-3,525
-80% -$215K 0.02% 67
2020
Q2 		$318K Buy
+4,425
New +$313K 0.16% 44
2020
Q1 		– Sell
-8,012
Closed -$893K – 158
2019
Q4 		$893K Buy
+8,012
New +$900K 0.63% 38

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hoey Investments's PSX Position: Q2 2026 in Review

Hoey Investments held its Phillips 66 (PSX) position steady in Q2 2026 at 184 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Hoey Investments first reported a position in PSX in Q4 2019 and has held it in 26 quarters since. The position peaked at $893K in Q4 2019. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Hoey Investments held 184 shares of Phillips 66 worth $31.1K as of Q2 2026.
  • Hoey Investments left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #188 holding.
  • Hoey Investments first reported a position in Phillips 66 in Q4 2019 and has held it in 26 quarters since.
  • Hoey Investments's Phillips 66 position peaked at $893K in Q4 2019.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.