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Van Hulzen Asset Management’s Phillips 66 PSX Stock Holding History

Van Hulzen Asset Management’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 		$1.31M Sell
7,737
-77
-1% -$13.3K 0.09% 139
2026
Q1 		$1.42M Hold
7,814
– – 0.11% 126
2025
Q4 		$1.01M Hold
7,814
– – 0.07% 157
2025
Q3 		$1.06M Buy
7,814
+68
+0.9% +$8.71K 0.08% 155
2025
Q2 		$924K Buy
7,746
+26
+0.3% +$2.91K 0.08% 161
2025
Q1 		$953K Buy
7,720
+7
+0.1% +$863 0.09% 153
2024
Q4 		$879K Buy
7,713
+7
+0.1% +$890 0.06% 171
2024
Q3 		$1.01M Sell
7,706
-122
-2% -$16.5K 0.07% 161
2024
Q2 		$1.1M Buy
7,828
+9
+0.1% +$1.33K 0.07% 150
2024
Q1 		$1.28M Buy
7,819
+7
+0.1% +$1.01K 0.08% 148
2023
Q4 		$1.04M Buy
7,812
+9
+0.1% +$1.08K 0.07% 154
2023
Q3 		$938K Buy
7,803
+1,086
+16% +$122K 0.07% 152
2023
Q2 		$641K Sell
6,717
-77
-1% -$7.49K 0.05% 157
2023
Q1 		$689K Buy
6,794
+77
+1% +$7.83K 0.06% 145
2022
Q4 		$699K Buy
6,717
+2
+0% +$205 0.08% 147
2022
Q3 		$542K Hold
6,715
– – 0.07% 161
2022
Q2 		$551K Hold
6,715
– – 0.07% 157
2022
Q1 		$580K Hold
6,715
– – 0.06% 152
2021
Q4 		$487K Buy
+6,715
New +$508K 0.05% 182
2020
Q1 		– Sell
-1,983
Closed -$221K – 290
2019
Q4 		$221K Hold
1,983
– – 0.04% 251
2019
Q3 		$203K Buy
+1,983
New +$199K 0.04% 253
2019
Q2 		– Sell
-2,448
Closed -$233K – 270
2019
Q1 		$233K Hold
2,448
– – 0.06% 207
2018
Q4 		$211K Sell
2,448
-192
-7% -$18.8K 0.06% 204
2018
Q3 		$298K Buy
2,640
+757
+40% +$87.5K 0.08% 165
2018
Q2 		$211K Sell
1,883
-1,800
-49% -$202K 0.06% 179
2018
Q1 		$353K Buy
+3,683
New +$359K 0.11% 128

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

Van Hulzen Asset Management's PSX Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Phillips 66 (PSX) stake by 0.99% in Q2 2026, selling an estimated $13.3K and leaving 7,737 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #139.

Van Hulzen Asset Management first reported a position in PSX in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.42M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Van Hulzen Asset Management held 7,737 shares of Phillips 66 worth $1.31M as of Q2 2026.
  • Van Hulzen Asset Management sold 77 Phillips 66 shares in Q2 2026, an estimated $13.3K.
  • Phillips 66 made up 0.09% of Van Hulzen Asset Management's portfolio in Q2 2026, its #139 holding.
  • Van Hulzen Asset Management first reported a position in Phillips 66 in Q1 2018 and has held it in 26 quarters since.
  • Van Hulzen Asset Management's Phillips 66 position peaked at $1.42M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.