HVIA
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Hudson Valley Investment Advisors’s Phillips 66 PSX Stock Holding History

Hudson Valley Investment Advisors’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
Q2 		– Sell
-1,158
Closed -$211K – 150
2026
Q1 		$211K Buy
+1,158
New +$181K 0.03% 143
2025
Q4 		– Sell
-2,225
Closed -$303K – 173
2025
Q3 		$303K Hold
2,225
– – 0.03% 145
2025
Q2 		$265K Hold
2,225
– – 0.03% 149
2025
Q1 		$275K Sell
2,225
-275
-11% -$33.9K 0.03% 140
2024
Q4 		$285K Sell
2,500
-210
-8% -$26.7K 0.03% 144
2024
Q3 		$356K Sell
2,710
-3,194
-54% -$431K 0.04% 137
2024
Q2 		$790K Buy
5,904
+3,094
+110% +$458K 0.1% 109
2024
Q1 		$459K Sell
2,810
-2,869
-51% -$413K 0.06% 128
2023
Q4 		$760K Sell
5,679
-889
-14% -$106K 0.1% 110
2023
Q3 		$789K Sell
6,568
-300
-4% -$33.7K 0.11% 113
2023
Q2 		$655K Sell
6,868
-75
-1% -$7.29K 0.09% 122
2023
Q1 		$704K Sell
6,943
-67
-1% -$6.81K 0.1% 128
2022
Q4 		$730K Sell
7,010
-336
-5% -$34.4K 0.11% 123
2022
Q3 		$593K Sell
7,346
-242
-3% -$20.6K 0.1% 131
2022
Q2 		$622K Sell
7,588
-1,172
-13% -$108K 0.1% 125
2022
Q1 		$757K Sell
8,760
-1,750
-17% -$147K 0.1% 123
2021
Q4 		$762K Sell
10,510
-75
-0.7% -$5.67K 0.12% 107
2021
Q3 		$741K Sell
10,585
-499
-5% -$36.1K 0.13% 105
2021
Q2 		$951K Sell
11,084
-654
-6% -$55.2K 0.17% 94
2021
Q1 		$957K Sell
11,738
-729
-6% -$57.2K 0.17% 95
2020
Q4 		$872K Buy
12,467
+4,745
+61% +$279K 0.17% 93
2020
Q3 		$400K Sell
7,722
-104
-1% -$6.35K 0.09% 114
2020
Q2 		$563K Sell
7,826
-41
-0.5% -$2.9K 0.13% 102
2020
Q1 		$422K Sell
7,867
-5,304
-40% -$432K 0.12% 104
2019
Q4 		$1.47M Buy
13,171
+325
+3% +$36.5K 0.31% 73
2019
Q3 		$1.31M Sell
12,846
-280
-2% -$28.1K 0.3% 75
2019
Q2 		$1.23M Sell
13,126
-1,307
-9% -$117K 0.28% 76
2019
Q1 		$1.37M Sell
14,433
-5,973
-29% -$568K 0.33% 73
2018
Q4 		$1.76M Buy
20,406
+3,539
+21% +$346K 0.41% 68
2018
Q3 		$1.9M Sell
16,867
-675
-4% -$78K 0.44% 65
2018
Q2 		$1.97M Sell
17,542
-4
-0% -$450 0.48% 60
2018
Q1 		$1.68M Sell
17,546
-47
-0.3% -$4.58K 0.42% 68
2017
Q4 		$1.78M Sell
17,593
-134
-0.8% -$12.7K 0.44% 65
2017
Q3 		$1.62M Buy
17,727
+25
+0.1% +$2.12K 0.42% 65
2017
Q2 		$1.46M Buy
17,702
+565
+3% +$44.4K 0.4% 70
2017
Q1 		$1.36M Buy
17,137
+408
+2% +$32.9K 0.38% 72
2016
Q4 		$1.45M Buy
16,729
+740
+5% +$61.5K 0.43% 69
2016
Q3 		$1.29M Buy
15,989
+84
+0.5% +$6.53K 0.4% 68
2016
Q2 		$1.26M Sell
15,905
-245
-2% -$20K 0.4% 70
2016
Q1 		$1.4M Sell
16,150
-458
-3% -$37.2K 0.45% 62
2015
Q4 		$1.36M Buy
16,608
+120
+0.7% +$10.4K 0.42% 63
2015
Q3 		$1.27M Sell
16,488
-3,237
-16% -$257K 0.41% 60
2015
Q2 		$1.59M Sell
19,725
-25
-0.1% -$1.99K 0.5% 58
2015
Q1 		$1.55M Buy
19,750
+525
+3% +$38.5K 0.53% 57
2014
Q4 		$1.38M Sell
19,225
-1,024
-5% -$75.5K 0.56% 52
2014
Q3 		$1.65M Sell
20,249
-1,366
-6% -$114K 0.7% 47
2014
Q2 		$1.74M Sell
21,615
-2,450
-10% -$202K 0.76% 47
2014
Q1 		$1.85M Sell
24,065
-600
-2% -$45.7K 0.79% 45
2013
Q4 		$1.9M Sell
24,665
-875
-3% -$58.4K 0.84% 45
2013
Q3 		$1.48M Sell
25,540
-1,495
-6% -$86.7K 0.72% 45
2013
Q2 		$1.59M Buy
+27,035
New +$1.7M 0.76% 45

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Hudson Valley Investment Advisors's PSX Position: Q2 2026 in Review

Hudson Valley Investment Advisors sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,158 shares — an estimated $211K sold.

Hudson Valley Investment Advisors first reported a position in PSX in Q2 2013 and held it in 51 quarters. The position peaked at $1.97M in Q2 2018. 962 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Hudson Valley Investment Advisors reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 1,158 Phillips 66 shares in Q2 2026, an estimated $211K.
  • Hudson Valley Investment Advisors first reported a position in Phillips 66 in Q2 2013 and held it in 51 quarters.
  • Hudson Valley Investment Advisors's Phillips 66 position peaked at $1.97M in Q2 2018.
  • 962 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.