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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
Q2 		$3.68M Buy
21,757
+912
+4% +$157K 1.45% 28
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 $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

DCM Advisors's PSX Position: Q2 2026 in Review

DCM Advisors increased its Phillips 66 (PSX) stake by 4.4% in Q2 2026, buying an estimated $157K and bringing the position to 21,757 shares worth $3.68M. The position accounts for 1.45% of the portfolio, ranked #28.

DCM Advisors first reported a position in PSX in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.8M in Q1 2026. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • DCM Advisors held 21,757 shares of Phillips 66 worth $3.68M as of Q2 2026.
  • DCM Advisors bought 912 Phillips 66 shares in Q2 2026, an estimated $157K.
  • Phillips 66 made up 1.45% of DCM Advisors's portfolio in Q2 2026, its #28 holding.
  • DCM Advisors first reported a position in Phillips 66 in Q3 2021 and has held it in 20 quarters since.
  • DCM Advisors's Phillips 66 position peaked at $3.8M in Q1 2026.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on DCM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.