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Hourglass Capital’s Phillips 66 PSX Stock Holding History

Hourglass Capital’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
Q1 		– Sell
-1,770
Closed -$228K – 157
2025
Q4 		$228K Hold
1,770
– – 0.05% 111
2025
Q3 		$241K Hold
1,770
– – 0.05% 102
2025
Q2 		$211K Hold
1,770
– – 0.05% 101
2025
Q1 		$219K Hold
1,770
– – 0.06% 105
2024
Q4 		$202K Hold
1,770
– – 0.06% 102
2024
Q3 		$233K Hold
1,770
– – 0.06% 96
2024
Q2 		$250K Hold
1,770
– – 0.07% 92
2024
Q1 		$289K Hold
1,770
– – 0.09% 89
2023
Q4 		$236K Hold
1,770
– – 0.08% 91
2023
Q3 		$213K Buy
+1,770
New +$199K 0.08% 93

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Hourglass Capital's PSX Position: Q1 2026 in Review

Hourglass Capital sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 1,770 shares — an estimated $228K sold.

Hourglass Capital first reported a position in PSX in Q3 2023 and held it in 10 quarters. The position peaked at $289K in Q1 2024. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Hourglass Capital reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Hourglass Capital sold 1,770 Phillips 66 shares in Q1 2026, an estimated $228K.
  • Hourglass Capital first reported a position in Phillips 66 in Q3 2023 and held it in 10 quarters.
  • Hourglass Capital's Phillips 66 position peaked at $289K in Q1 2024.
  • 2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Hourglass Capital's 13F filing for Q1 2026, filed 4 May 2026.