Nicholas Hoffman & Company’s Phillips 66 PSX Stock Holding History

Nicholas Hoffman & Company’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	$646K	Buy	3,823 +504	+15%	+$86.8K	0.01%	211
2026 Q1	$605K	Hold	3,319	–	–	0.01%	209
2025 Q4	$428K	Hold	3,319	–	–	0.01%	238
2025 Q3	$451K	Hold	3,319	–	–	0.01%	230
2025 Q2	$396K	Buy	+3,319	New	+$372K	0.01%	235
2024 Q2	–	Sell	-1,320	Closed	-$216K	–	299
2024 Q1	$216K	Sell	1,320 -390	-23%	-$56.2K	0.01%	272
2023 Q4	$228K	Sell	1,710 -140	-8%	-$16.7K	0.01%	262
2023 Q3	$222K	Buy	+1,850	New	+$208K	0.02%	249
2022 Q4	–	Sell	-6,546	Closed	-$528K	–	271
2022 Q3	$528K	Buy	+6,546	New	+$558K	0.02%	152
2018 Q3	–	Sell	-1,812	Closed	-$204K	–	188
2018 Q2	$204K	Buy	+1,812	New	+$204K	0.07%	166

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nicholas Hoffman & Company's PSX Position: Q2 2026 in Review

Nicholas Hoffman & Company increased its Phillips 66 (PSX) stake by 15% in Q2 2026, buying an estimated $86.8K and bringing the position to 3,823 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #211.

Nicholas Hoffman & Company first reported a position in PSX in Q2 2018 and has held it in 10 quarters since. 1,311 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Nicholas Hoffman & Company held 3,823 shares of Phillips 66 worth $646K as of Q2 2026.
Nicholas Hoffman & Company bought 504 Phillips 66 shares in Q2 2026, an estimated $86.8K.
Phillips 66 made up 0.01% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #211 holding.
Nicholas Hoffman & Company first reported a position in Phillips 66 in Q2 2018 and has held it in 10 quarters since.
1,311 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.