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HUB Investment Partners’s Phillips 66 PSX Stock Holding History

HUB Investment Partners’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 		$15.1M Sell
82,802
-8,422
-9% -$1.32M 0.36% 54
2025
Q4 		$11.8M Sell
91,224
-935
-1% -$126K 0.3% 70
2025
Q3 		$12.5M Sell
92,159
-11,411
-11% -$1.46M 0.42% 56
2025
Q2 		$12.4M Buy
103,570
+392
+0.4% +$43.9K 0.41% 60
2025
Q1 		$12.7M Sell
103,178
-229
-0.2% -$28.2K 0.51% 51
2024
Q4 		$11.8M Sell
103,407
-7,283
-7% -$926K 0.49% 53
2024
Q3 		$14.6M Buy
110,690
+913
+0.8% +$123K 0.63% 44
2024
Q2 		$15.5M Sell
109,777
-1,342
-1% -$199K 0.59% 30
2024
Q1 		$18.2M Buy
111,119
+3,161
+3% +$456K 0.99% 19
2023
Q4 		$14.4M Buy
107,958
+98,147
+1,000% +$11.7M 0.98% 21
2023
Q3 		$1.18M Sell
9,811
-1,688
-15% -$189K 0.18% 86
2023
Q2 		$1.1M Buy
11,499
+562
+5% +$54.6K 0.18% 85
2023
Q1 		$1.11M Buy
+10,937
New +$1.11M 0.23% 78
2022
Q4 		– Sell
-9,574
Closed -$773K – 167
2022
Q3 		$773K Sell
9,574
-15,708
-62% -$1.34M 0.23% 79
2022
Q2 		$2.07M Buy
+25,282
New +$2.34M 0.65% 45

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

HUB Investment Partners's PSX Position: Q1 2026 in Review

HUB Investment Partners reduced its Phillips 66 (PSX) stake by 9.2% in Q1 2026, selling an estimated $1.32M and leaving 82,802 shares worth $15.1M. The position accounts for 0.36% of the portfolio, ranked #54.

HUB Investment Partners first reported a position in PSX in Q2 2022 and has held it in 15 quarters since. The position peaked at $18.2M in Q1 2024. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • HUB Investment Partners held 82,802 shares of Phillips 66 worth $15.1M as of Q1 2026.
  • HUB Investment Partners sold 8,422 Phillips 66 shares in Q1 2026, an estimated $1.32M.
  • Phillips 66 made up 0.36% of HUB Investment Partners's portfolio in Q1 2026, its #54 holding.
  • HUB Investment Partners first reported a position in Phillips 66 in Q2 2022 and has held it in 15 quarters since.
  • HUB Investment Partners's Phillips 66 position peaked at $18.2M in Q1 2024.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.