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DCM Advisors’s Phillips 66 PSX Stock Holding History

DCM Advisors’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
Q1 		$3.8M Sell
20,845
-90
-0.4% -$14.1K 1.73% 25
2025
Q4 		$2.7M Hold
20,935
– – 1.12% 27
2025
Q3 		$2.85M Sell
20,935
-919
-4% -$118K 1.2% 26
2025
Q2 		$2.61M Buy
21,854
+2,109
+11% +$236K 1.12% 28
2025
Q1 		$2.42M Sell
19,745
-979
-5% -$121K 1.29% 25
2024
Q4 		$2.36M Buy
20,724
+979
+5% +$125K 1.11% 26
2024
Q3 		$2.6M Hold
19,745
– – 1.31% 26
2024
Q2 		$2.79M Sell
19,745
-2,380
-11% -$352K 1.47% 24
2024
Q1 		$3.61M Sell
22,125
-1,598
-7% -$230K 1.49% 24
2023
Q4 		$3.16M Sell
23,723
-85
-0.4% -$10.2K 1.13% 29
2023
Q3 		$2.86M Sell
23,808
-186
-0.8% -$20.9K 1.29% 29
2023
Q2 		$2.29M Sell
23,994
-14
-0.1% -$1.36K 0.98% 32
2023
Q1 		$2.43M Sell
24,008
-58
-0.2% -$5.9K 1.13% 30
2022
Q4 		$2.5M Buy
24,066
+11,840
+97% +$1.21M 1.21% 31
2022
Q3 		$987K Buy
12,226
+306
+3% +$26.1K 0.5% 48
2022
Q2 		$978K Sell
11,920
-794
-6% -$73.5K 0.42% 60
2022
Q1 		$1.1M Buy
12,714
+1,051
+9% +$88.4K 0.39% 67
2021
Q4 		$845K Buy
11,663
+2,691
+30% +$203K 0.25% 99
2021
Q3 		$628K Buy
+8,972
New +$649K 0.24% 114

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DCM Advisors's PSX Position: Q1 2026 in Review

DCM Advisors reduced its Phillips 66 (PSX) stake by 0.43% in Q1 2026, selling an estimated $14.1K and leaving 20,845 shares worth $3.8M. The position accounts for 1.73% of the portfolio, ranked #25.

DCM Advisors first reported a position in PSX in Q3 2021 and has held it in 19 quarters since. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • DCM Advisors held 20,845 shares of Phillips 66 worth $3.8M as of Q1 2026.
  • DCM Advisors sold 90 Phillips 66 shares in Q1 2026, an estimated $14.1K.
  • Phillips 66 made up 1.73% of DCM Advisors's portfolio in Q1 2026, its #25 holding.
  • DCM Advisors first reported a position in Phillips 66 in Q3 2021 and has held it in 19 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on DCM Advisors's 13F filing for Q1 2026, filed 15 May 2026.