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Hopwood Financial Services’s Phillips 66 PSX Stock Holding History

Hopwood Financial Services’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
2025
Q4 		– Sell
-75
Closed -$10.2K – 240
2025
Q3 		$10.2K Hold
75
– – 0.01% 251
2025
Q2 		$8.95K Hold
75
– – 0.01% 240
2025
Q1 		$9.26K Buy
75
+25
+50% +$3.08K 0.01% 238
2024
Q4 		$5.7K Buy
+50
New +$6.36K ﹤0.01% 266

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hopwood Financial Services's PSX Position: Q4 2025 in Review

Hopwood Financial Services sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 75 shares — an estimated $10.2K sold.

Hopwood Financial Services first reported a position in PSX in Q4 2024 and held it in 4 quarters. The position peaked at $10.2K in Q3 2025. 1,905 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Hopwood Financial Services reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 75 Phillips 66 shares in Q4 2025, an estimated $10.2K.
  • Hopwood Financial Services first reported a position in Phillips 66 in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Phillips 66 position peaked at $10.2K in Q3 2025.
  • 1,905 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.