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D.J. St. Germain’s Phillips 66 PSX Stock Holding History

D.J. St. Germain’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 		$185K Hold
1,096
– – 0.01% 310
2026
Q1 		$200K Sell
1,096
-635
-37% -$99.5K 0.01% 298
2025
Q4 		$223K Sell
1,731
-15
-0.9% -$2.02K 0.01% 295
2025
Q3 		$237K Buy
1,746
+166
+11% +$21.3K 0.01% 290
2025
Q2 		$188K Buy
1,580
+98
+7% +$11K 0.01% 302
2025
Q1 		$183K Sell
1,482
-223
-13% -$27.5K 0.01% 277
2024
Q4 		$194K Buy
1,705
+350
+26% +$44.5K 0.01% 287
2024
Q3 		$178K Sell
1,355
-490
-27% -$66.2K 0.01% 279
2024
Q2 		$260K Sell
1,845
-40
-2% -$5.92K 0.01% 241
2024
Q1 		$308K Sell
1,885
-46
-2% -$6.63K 0.02% 238
2023
Q4 		$257K Sell
1,931
-20
-1% -$2.39K 0.01% 244
2023
Q3 		$234K Hold
1,951
– – 0.01% 237
2023
Q2 		$186K Buy
+1,951
New +$190K 0.01% 254
2022
Q4 		$15.6K Buy
+150
New +$15.3K 0.01% 255
2020
Q1 		– Sell
-2,937
Closed -$327K – 223
2019
Q4 		$327K Buy
2,937
+650
+28% +$73K 0.03% 182
2019
Q3 		$234K Hold
2,287
– – 0.03% 174
2019
Q2 		$214K Hold
2,287
– – 0.02% 173
2019
Q1 		$218K Buy
+2,287
New +$217K 0.02% 168
2018
Q4 		– Sell
-2,203
Closed -$248K – 180
2018
Q3 		$248K Hold
2,203
– – 0.03% 159
2018
Q2 		$247K Sell
2,203
-80
-4% -$8.99K 0.03% 155
2018
Q1 		$219K Buy
+2,283
New +$222K 0.03% 151

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

D.J. St. Germain's PSX Position: Q2 2026 in Review

D.J. St. Germain held its Phillips 66 (PSX) position steady in Q2 2026 at 1,096 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #310.

D.J. St. Germain first reported a position in PSX in Q1 2018 and has held it in 21 quarters since. The position peaked at $327K in Q4 2019. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • D.J. St. Germain held 1,096 shares of Phillips 66 worth $185K as of Q2 2026.
  • D.J. St. Germain left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.01% of D.J. St. Germain's portfolio in Q2 2026, its #310 holding.
  • D.J. St. Germain first reported a position in Phillips 66 in Q1 2018 and has held it in 21 quarters since.
  • D.J. St. Germain's Phillips 66 position peaked at $327K in Q4 2019.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.