Dearborn Partners’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 | $696K | Sell |
3,819
-1,053
| -22% | -$165K | 0.04% | 156 |
|
|
2025
Q4 | $629K | Buy |
4,872
+57
| +1% | +$7.67K | 0.03% | 160 |
|
|
2025
Q3 | $655K | Buy |
4,815
+332
| +7% | +$42.5K | 0.03% | 154 |
|
|
2025
Q2 | $535K | Buy |
4,483
+1,091
| +32% | +$122K | 0.03% | 171 |
|
|
2025
Q1 | $419K | Sell |
3,392
-3,277
| -49% | -$404K | 0.02% | 182 |
|
|
2024
Q4 | $760K | Buy |
6,669
+502
| +8% | +$63.9K | 0.03% | 134 |
|
|
2024
Q3 | $811K | Buy |
6,167
+193
| +3% | +$26.1K | 0.03% | 131 |
|
|
2024
Q2 | $843K | Sell |
5,974
-135
| -2% | -$20K | 0.04% | 126 |
|
|
2024
Q1 | $998K | Sell |
6,109
-1,051
| -15% | -$151K | 0.04% | 121 |
|
|
2023
Q4 | $953K | Sell |
7,160
-81
| -1% | -$9.68K | 0.03% | 116 |
|
|
2023
Q3 | $870K | Buy |
7,241
+1,055
| +17% | +$118K | 0.03% | 113 |
|
|
2023
Q2 | $590K | Sell |
6,186
-177
| -3% | -$17.2K | 0.02% | 142 |
|
|
2023
Q1 | $645K | Sell |
6,363
-1,203
| -16% | -$122K | 0.03% | 133 |
|
|
2022
Q4 | $787K | Sell |
7,566
-2,157
| -22% | -$221K | 0.03% | 126 |
|
|
2022
Q3 | $785K | Buy |
9,723
+147
| +2% | +$12.5K | 0.03% | 127 |
|
|
2022
Q2 | $785K | Sell |
9,576
-323
| -3% | -$29.9K | 0.03% | 131 |
|
|
2022
Q1 | $855K | Buy |
9,899
+755
| +8% | +$63.5K | 0.03% | 132 |
|
|
2021
Q4 | $663K | Buy |
9,144
+1,724
| +23% | +$130K | 0.02% | 147 |
|
|
2021
Q3 | $519K | Buy |
7,420
+519
| +8% | +$37.6K | 0.02% | 157 |
|
|
2021
Q2 | $592K | Buy |
6,901
+1,103
| +19% | +$93.1K | 0.02% | 151 |
|
|
2021
Q1 | $473K | Sell |
5,798
-740
| -11% | -$58.1K | 0.02% | 159 |
|
|
2020
Q4 | $457K | Sell |
6,538
-694
| -10% | -$40.7K | 0.02% | 165 |
|
|
2020
Q3 | $375K | Sell |
7,232
-4,840
| -40% | -$295K | 0.02% | 168 |
|
|
2020
Q2 | $868K | Sell |
12,072
-6
| -0% | -$425 | 0.05% | 104 |
|
|
2020
Q1 | $648K | Sell |
12,078
-4,652
| -28% | -$379K | 0.04% | 108 |
|
|
2019
Q4 | $1.86M | Buy |
16,730
+3,918
| +31% | +$440K | 0.09% | 78 |
|
|
2019
Q3 | $1.31M | Sell |
12,812
-5,194
| -29% | -$521K | 0.08% | 81 |
|
|
2019
Q2 | $1.68M | Buy |
18,006
+1,166
| +7% | +$105K | 0.1% | 78 |
|
|
2019
Q1 | $1.6M | Sell |
16,840
-1,252
| -7% | -$119K | 0.11% | 77 |
|
|
2018
Q4 | $1.56M | Buy |
18,092
+2,242
| +14% | +$219K | 0.12% | 79 |
|
|
2018
Q3 | $1.79M | Buy |
15,850
+800
| +5% | +$92.5K | 0.13% | 77 |
|
|
2018
Q2 | $1.69M | Buy |
15,050
+896
| +6% | +$101K | 0.13% | 73 |
|
|
2018
Q1 | $1.36M | Sell |
14,154
-307
| -2% | -$29.9K | 0.1% | 75 |
|
|
2017
Q4 | $1.46M | Sell |
14,461
-69
| -0.5% | -$6.56K | 0.11% | 75 |
|
|
2017
Q3 | $1.33M | Sell |
14,530
-10,830
| -43% | -$917K | 0.1% | 75 |
|
|
2017
Q2 | $2.1M | Sell |
25,360
-511
| -2% | -$40.1K | 0.15% | 74 |
|
|
2017
Q1 | $2.05M | Buy |
25,871
+187
| +0.7% | +$15.1K | 0.16% | 74 |
|
|
2016
Q4 | $2.22M | Sell |
25,684
-348
| -1% | -$28.9K | 0.19% | 72 |
|
|
2016
Q3 | $2.1M | Sell |
26,032
-959
| -4% | -$74.5K | 0.18% | 74 |
|
|
2016
Q2 | $2.14M | Buy |
26,991
+414
| +2% | +$33.8K | 0.19% | 75 |
|
|
2016
Q1 | $2.3M | Sell |
26,577
-37,654
| -59% | -$3.06M | 0.21% | 74 |
|
|
2015
Q4 | $5.25M | Sell |
64,231
-162
| -0.3% | -$14K | 0.49% | 64 |
|
|
2015
Q3 | $4.95M | Buy |
64,393
+749
| +1% | +$59.5K | 0.5% | 66 |
|
|
2015
Q2 | $5.13M | Sell |
63,644
-622
| -1% | -$49.4K | 0.49% | 67 |
|
|
2015
Q1 | $5.05M | Sell |
64,266
-14,322
| -18% | -$1.05M | 0.44% | 69 |
|
|
2014
Q4 | $5.63M | Buy |
78,588
+97
| +0.1% | +$7.16K | 0.52% | 66 |
|
|
2014
Q3 | $6.38M | Buy |
78,491
+779
| +1% | +$64.8K | 0.62% | 58 |
|
|
2014
Q2 | $6.25M | Hold |
77,712
| – | – | 0.61% | 59 |
|
|
2014
Q1 | $5.99M | Buy |
77,712
+8,592
| +12% | +$654K | 0.65% | 54 |
|
|
2013
Q4 | $5.33M | Sell |
69,120
-3,388
| -5% | -$226K | 0.62% | 56 |
|
|
2013
Q3 | $4.19M | Sell |
72,508
-6,780
| -9% | -$393K | 0.55% | 63 |
|
|
2013
Q2 | $4.67M | Buy |
+79,288
| New | +$4.98M | 0.66% | 45 |
|
Other funds holding PSX
VCM
VPM
EIM
Dearborn Partners's PSX Position: Q1 2026 in Review
Dearborn Partners reduced its Phillips 66 (PSX) stake by 22% in Q1 2026, selling an estimated $165K and leaving 3,819 shares worth $696K. The position accounts for 0.04% of the portfolio, ranked #156.
Dearborn Partners first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.38M in Q3 2014. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Dearborn Partners held 3,819 shares of Phillips 66 worth $696K as of Q1 2026.
- Dearborn Partners sold 1,053 Phillips 66 shares in Q1 2026, an estimated $165K.
- Phillips 66 made up 0.04% of Dearborn Partners's portfolio in Q1 2026, its #156 holding.
- Dearborn Partners first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
- Dearborn Partners's Phillips 66 position peaked at $6.38M in Q3 2014.
- 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Dearborn Partners's 13F filing for Q1 2026, filed 12 May 2026.