HF
PSX icon

HRT Financial’s Phillips 66 PSX Stock Holding History

HRT Financial’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
-10,896
Closed -$1.71M – 4542
2025
Q4 		$1.41M Buy
+10,896
New +$1.47M ﹤0.01% 1521
2025
Q1 		– Sell
-13,207
Closed -$1.5M – 3220
2024
Q4 		$1.5M Sell
13,207
-12,185
-48% -$1.55M 0.01% 866
2024
Q3 		$3.34M Sell
25,392
-138,768
-85% -$18.7M 0.02% 641
2024
Q2 		$23.2M Sell
164,160
-229,226
-58% -$33.9M 0.13% 114
2024
Q1 		$64.3M Buy
393,386
+228,143
+138% +$32.9M 0.4% 21
2023
Q4 		$22M Sell
165,243
-41,923
-20% -$5.01M 0.16% 66
2023
Q3 		$24.9M Buy
+207,166
New +$23.3M 0.25% 52
2023
Q2 		– Sell
-980,030
Closed -$99.4M – 3105
2023
Q1 		$99.4M Buy
+980,030
New +$99.6M 1.21% 10
2022
Q2 		– Sell
-30,349
Closed -$2.62M – 3570
2022
Q1 		$2.62M Buy
+30,349
New +$2.55M 0.02% 519
2021
Q1 		– Sell
-227,775
Closed -$15.9M – 3062
2020
Q4 		$15.9M Buy
+227,775
New +$13.4M 0.32% 46
2020
Q3 		– Sell
-55,027
Closed -$3.96M – 2256
2020
Q2 		$3.96M Buy
+55,027
New +$3.9M 0.12% 166
2020
Q1 		– Sell
-45,385
Closed -$5.06M – 1227
2019
Q4 		$5.06M Buy
+45,385
New +$5.1M 0.22% 75
2019
Q1 		– Sell
-3,666
Closed -$315K – 731
2018
Q4 		$315K Buy
+3,666
New +$358K 0.05% 339
2016
Q1 		– Sell
-4,251
Closed -$347K – 93
2015
Q4 		$347K Buy
+4,251
New +$367K 0.42% 30

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HRT Financial's PSX Position: Q1 2026 in Review

HRT Financial sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 10,896 shares — an estimated $1.71M sold.

HRT Financial first reported a position in PSX in Q4 2015 and held it in 14 quarters. The position peaked at $99.4M in Q1 2023. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • HRT Financial reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 10,896 Phillips 66 shares in Q1 2026, an estimated $1.71M.
  • HRT Financial first reported a position in Phillips 66 in Q4 2015 and held it in 14 quarters.
  • HRT Financial's Phillips 66 position peaked at $99.4M in Q1 2023.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.