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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
2025
Q4 		– Sell
-300
Closed -$40.8K – 1042
2025
Q3 		$40.8K Buy
+300
New +$38.4K ﹤0.01% 786
2024
Q2 		– Sell
-500
Closed -$81.7K – 534
2024
Q1 		$81.7K Buy
+500
New +$72.1K ﹤0.01% 464

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

HUB Investment Partners's PSX Position: Q2 2026 in Review

HUB Investment Partners increased its Phillips 66 (PSX) stake by 0.89% in Q2 2026, buying an estimated $127K and bringing the position to 83,540 shares worth $14.1M. The position accounts for 0.25% of the portfolio, ranked #73.

HUB Investment Partners first reported a position in PSX in Q2 2022 and has held it in 16 quarters since. The position peaked at $18.2M in Q1 2024. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • HUB Investment Partners held 83,540 shares of Phillips 66 worth $14.1M as of Q2 2026.
  • HUB Investment Partners bought 738 Phillips 66 shares in Q2 2026, an estimated $127K.
  • Phillips 66 made up 0.25% of HUB Investment Partners's portfolio in Q2 2026, its #73 holding.
  • HUB Investment Partners first reported a position in Phillips 66 in Q2 2022 and has held it in 16 quarters since.
  • HUB Investment Partners's Phillips 66 position peaked at $18.2M in Q1 2024.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.