Dakota Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.51M | Sell |
35,747
-10,919
| -23% | -$1.71M | 0.14% | 146 |
|
|
2025
Q4 | $6.02M | Buy |
46,666
+5,959
| +15% | +$802K | 0.11% | 152 |
|
|
2025
Q3 | $5.54M | Sell |
40,707
-3,220
| -7% | -$413K | 0.11% | 150 |
|
|
2025
Q2 | $5.24M | Sell |
43,927
-3,979
| -8% | -$446K | 0.11% | 152 |
|
|
2025
Q1 | $5.92M | Sell |
47,906
-2,580
| -5% | -$318K | 0.14% | 136 |
|
|
2024
Q4 | $5.75M | Sell |
50,486
-2,302
| -4% | -$293K | 0.13% | 138 |
|
|
2024
Q3 | $6.94M | Sell |
52,788
-85,240
| -62% | -$11.5M | 0.16% | 124 |
|
|
2024
Q2 | $19.5M | Buy |
138,028
+4,250
| +3% | +$629K | 0.46% | 40 |
|
|
2024
Q1 | $21.9M | Buy |
133,778
+15,152
| +13% | +$2.18M | 0.54% | 36 |
|
|
2023
Q4 | $15.8M | Buy |
118,626
+62,891
| +113% | +$7.52M | 0.61% | 37 |
|
|
2023
Q3 | $6.7M | Buy |
55,735
+9,348
| +20% | +$1.05M | 0.3% | 90 |
|
|
2023
Q2 | $4.42M | Buy |
46,387
+10,746
| +30% | +$1.04M | 0.21% | 109 |
|
|
2023
Q1 | $3.61M | Sell |
35,641
-91
| -0.3% | -$9.25K | 0.24% | 109 |
|
|
2022
Q4 | $3.72M | Sell |
35,732
-142
| -0.4% | -$14.5K | 0.26% | 95 |
|
|
2022
Q3 | $2.9M | Buy |
35,874
+3,032
| +9% | +$258K | 0.23% | 101 |
|
|
2022
Q2 | $2.69M | Buy |
32,842
+1,951
| +6% | +$180K | 0.25% | 110 |
|
|
2022
Q1 | $2.67M | Buy |
30,891
+27,466
| +802% | +$2.31M | 0.22% | 125 |
|
|
2021
Q4 | $249K | Buy |
+3,425
| New | +$259K | 0.03% | 327 |
|
|
2021
Q3 | – | Sell |
-2,984
| Closed | -$256K | – | 366 |
|
|
2021
Q2 | $256K | Sell |
2,984
-226
| -7% | -$19.1K | 0.03% | 296 |
|
|
2021
Q1 | $262K | Sell |
3,210
-690
| -18% | -$54.1K | 0.03% | 273 |
|
|
2020
Q4 | $273K | Sell |
3,900
-270
| -6% | -$15.8K | 0.04% | 269 |
|
|
2020
Q3 | $216K | Sell |
4,170
-670
| -14% | -$40.9K | 0.03% | 259 |
|
|
2020
Q2 | $348K | Buy |
4,840
+348
| +8% | +$24.6K | 0.06% | 202 |
|
|
2020
Q1 | $241K | Sell |
4,492
-5,176
| -54% | -$421K | 0.05% | 219 |
|
|
2019
Q4 | $1.08M | Buy |
9,668
+242
| +3% | +$27.2K | 0.17% | 118 |
|
|
2019
Q3 | $965K | Sell |
9,426
-35
| -0.4% | -$3.51K | 0.17% | 125 |
|
|
2019
Q2 | $884K | Sell |
9,461
-623
| -6% | -$55.9K | 0.17% | 123 |
|
|
2019
Q1 | $959K | Sell |
10,084
-4,072
| -29% | -$387K | 0.19% | 119 |
|
|
2018
Q4 | $1.52M | Sell |
14,156
-36
| -0.3% | -$3.52K | 0.34% | 70 |
|
|
2018
Q3 | $1.6M | Buy |
14,192
+3,193
| +29% | +$369K | 0.36% | 71 |
|
|
2018
Q2 | $1.24M | Buy |
+10,999
| New | +$1.24M | 0.34% | 71 |
|
Other funds holding PSX
VCM
VPM
EIM
Dakota Wealth Management's PSX Position: Q1 2026 in Review
Dakota Wealth Management reduced its Phillips 66 (PSX) stake by 23% in Q1 2026, selling an estimated $1.71M and leaving 35,747 shares worth $6.51M. The position accounts for 0.14% of the portfolio, ranked #146.
Dakota Wealth Management first reported a position in PSX in Q2 2018 and has held it in 31 quarters since. The position peaked at $21.9M in Q1 2024. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Dakota Wealth Management held 35,747 shares of Phillips 66 worth $6.51M as of Q1 2026.
- Dakota Wealth Management sold 10,919 Phillips 66 shares in Q1 2026, an estimated $1.71M.
- Phillips 66 made up 0.14% of Dakota Wealth Management's portfolio in Q1 2026, its #146 holding.
- Dakota Wealth Management first reported a position in Phillips 66 in Q2 2018 and has held it in 31 quarters since.
- Dakota Wealth Management's Phillips 66 position peaked at $21.9M in Q1 2024.
- 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.