PSX PHILLIPS 66 COM

Ownership history in HENDLEY & CO INC  ·  23 quarters on record

AI Ownership Summary

HENDLEY & CO INC reported PHILLIPS 66 COM (PSX) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.89% in 2024 Q1. The latest visible filing shows PSX at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HENDLEY & CO INC's position in PHILLIPS 66 COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PSX was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HENDLEY & CO INC held PSX — position size vs. price
% of Fund (quarterly)    PSX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,480 -325 -18.0% 0.07% $201K 2025-11-13 $137.20
2025 Q2 REDUCED 1,805 -4,030 -69.1% 0.08% $215K 2025-07-23 $124.51
2025 Q1 REDUCED 5,835 -9,435 -61.8% 0.25% $721K 2025-04-29 $102.25
2024 Q4 UNCHANGED 15,270 0% 0.61% $1.7M 2025-02-04 $118.17
2024 Q3 UNCHANGED 15,270 0% 0.70% $2.0M 2024-10-31 $115.43
2024 Q2 REDUCED 15,270 -30 -0.2% 0.77% $2.2M 2024-07-16 $131.36
2024 Q1 UNCHANGED 15,300 0% 0.89% $2.5M 2024-05-02 $134.14
2023 Q4 REDUCED 15,300 -95 -0.6% 0.79% $2.0M 2024-01-26 $129.79
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HENDLEY & CO INC and PSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has HENDLEY & CO INC reported owning PSX?

HENDLEY & CO INC reported PSX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PSX position in HENDLEY & CO INC's portfolio?

The largest reported portfolio weight for PSX was 0.89% in 2024 Q1.

What is the latest reported PSX position on this page?

The most recent filing on this page is 2025 Q3, when HENDLEY & CO INC reported 1,480 shares, equal to 0.07% of portfolio, with an estimated market value of $201K.

What does the chart on this PSX ownership page compare?

The chart compares HENDLEY & CO INC's quarterly PSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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