HFS
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Hughes Financial Services’s Phillips 66 PSX Stock Holding History

Hughes Financial Services’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 		$4.73K Buy
28
+16
+133% +$2.75K ﹤0.01% 529
2026
Q1 		$2.19K Buy
12
+6
+100% +$940 ﹤0.01% 577
2025
Q4 		$774 Buy
6
+2
+50% +$269 ﹤0.01% 794
2025
Q3 		$555 Buy
+4
New +$512 ﹤0.01% 909
2025
Q2 		– Sell
-24
Closed -$2.98K – 1190
2025
Q1 		$2.98K Buy
+24
New +$2.96K ﹤0.01% 491

Other funds holding PSX

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
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
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Hughes Financial Services's PSX Position: Q2 2026 in Review

Hughes Financial Services increased its Phillips 66 (PSX) stake by 133% in Q2 2026, buying an estimated $2.75K and bringing the position to 28 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Hughes Financial Services first reported a position in PSX in Q1 2025 and has held it in 5 quarters since. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Hughes Financial Services held 28 shares of Phillips 66 worth $4.73K as of Q2 2026.
  • Hughes Financial Services bought 16 Phillips 66 shares in Q2 2026, an estimated $2.75K.
  • Phillips 66 made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #529 holding.
  • Hughes Financial Services first reported a position in Phillips 66 in Q1 2025 and has held it in 5 quarters since.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.