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HWG Holdings’s Phillips 66 PSX Stock Holding History

HWG Holdings’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
Q2 		– Sell
-31
Closed -$3.83K – 113
2025
Q1 		$3.83K Buy
+31
New +$3.82K ﹤0.01% 108
2024
Q3 		– Sell
-31
Closed -$4.38K – 102
2024
Q2 		$4.38K Buy
+31
New +$4.59K ﹤0.01% 97
2021
Q2 		$3K Buy
+32
New +$2.7K ﹤0.01% 119
2020
Q3 		– Sell
-40,532
Closed -$2.91M – 119
2020
Q2 		$2.91M Buy
+40,532
New +$2.87M 2.32% 11
2019
Q4 		$779K Buy
6,989
+6,934
+12,607% +$779K 0.64% 34
2019
Q3 		$6K Buy
+55
New +$5.51K 0.01% 105
2018
Q4 		– Sell
-15,930
Closed -$1.8M – 106
2018
Q3 		$1.8M Buy
15,930
+14,370
+921% +$1.66M 1.21% 30
2018
Q2 		$175K Buy
+1,560
New +$175K 0.15% 57

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWG Holdings's PSX Position: Q2 2025 in Review

HWG Holdings sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 31 shares — an estimated $3.83K sold.

HWG Holdings first reported a position in PSX in Q2 2018 and held it in 8 quarters. The position peaked at $2.91M in Q2 2020. 1,764 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • HWG Holdings reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • HWG Holdings sold 31 Phillips 66 shares in Q2 2025, an estimated $3.83K.
  • HWG Holdings first reported a position in Phillips 66 in Q2 2018 and held it in 8 quarters.
  • HWG Holdings's Phillips 66 position peaked at $2.91M in Q2 2020.
  • 1,764 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.