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Hurlow Wealth Management Group’s Phillips 66 PSX Stock Holding History

Hurlow Wealth Management Group’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 		$204K Buy
1,209
+2
+0.2% +$344 0.04% 124
2026
Q1 		$220K Buy
+1,207
New +$189K 0.05% 116
2025
Q3 		– Sell
-2,323
Closed -$277K – 128
2025
Q2 		$277K Sell
2,323
-3
-0.1% -$336 0.08% 105
2025
Q1 		$287K Hold
2,326
– – 0.09% 95
2024
Q4 		$265K Buy
2,326
+75
+3% +$9.54K 0.08% 102
2024
Q3 		$296K Sell
2,251
-85
-4% -$11.5K 0.09% 92
2024
Q2 		$330K Sell
2,336
-2
-0.1% -$296 0.11% 82
2024
Q1 		$382K Hold
2,338
– – 0.13% 76
2023
Q4 		$311K Buy
2,338
+1
+0% +$120 0.12% 81
2023
Q3 		$281K Buy
2,337
+4
+0.2% +$449 0.12% 84
2023
Q2 		$223K Buy
2,333
+1
+0% +$97 0.1% 101
2023
Q1 		$236K Sell
2,332
-2
-0.1% -$203 0.11% 94
2022
Q4 		$243K Buy
+2,334
New +$239K 0.13% 92
2022
Q2 		– Sell
-2,335
Closed -$202K – 95
2022
Q1 		$202K Buy
+2,335
New +$196K 0.12% 94
2021
Q3 		– Sell
-2,335
Closed -$200K – 98
2021
Q2 		$200K Buy
+2,335
New +$197K 0.13% 97
2020
Q1 		– Sell
-3,417
Closed -$357K – 95
2019
Q4 		$357K Hold
3,417
– – 0.35% 67
2019
Q3 		$364K Hold
3,417
– – 0.39% 63
2019
Q2 		$347K Hold
3,417
– – 0.36% 66
2019
Q1 		$322K Sell
3,417
-34
-1% -$3.23K 0.35% 70
2018
Q4 		$319K Buy
+3,451
New +$337K 0.38% 59

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

Hurlow Wealth Management Group's PSX Position: Q2 2026 in Review

Hurlow Wealth Management Group increased its Phillips 66 (PSX) stake by 0.17% in Q2 2026, buying an estimated $344 and bringing the position to 1,209 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #124.

Hurlow Wealth Management Group first reported a position in PSX in Q4 2018 and has held it in 20 quarters since. The position peaked at $382K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Hurlow Wealth Management Group held 1,209 shares of Phillips 66 worth $204K as of Q2 2026.
  • Hurlow Wealth Management Group bought 2 Phillips 66 shares in Q2 2026, an estimated $344.
  • Phillips 66 made up 0.04% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #124 holding.
  • Hurlow Wealth Management Group first reported a position in Phillips 66 in Q4 2018 and has held it in 20 quarters since.
  • Hurlow Wealth Management Group's Phillips 66 position peaked at $382K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.