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Dogwood Wealth Management’s Phillips 66 PSX Stock Holding History

Dogwood Wealth Management’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 		$15K Sell
89
-49
-36% -$8.44K 0.01% 304
2026
Q1 		$25.1K Buy
138
+99
+254% +$15.5K 0.01% 216
2025
Q4 		$5.03K Buy
39
+7
+22% +$942 ﹤0.01% 417
2025
Q3 		$4.35K Sell
32
-1
-3% -$128 ﹤0.01% 422
2025
Q2 		$4.29K Buy
33
+6
+22% +$672 ﹤0.01% 484
2025
Q1 		$3.33K Sell
27
-4,532
-99% -$559K ﹤0.01% 282
2024
Q4 		$519K Buy
4,559
+693
+18% +$88.2K 0.27% 79
2024
Q3 		$508K Buy
+3,866
New +$522K 0.29% 64
2024
Q2 		– Hold
0
– – – 316
2024
Q1 		– Hold
0
– – – 294
2023
Q4 		– Hold
0
– – – 272

Other funds holding PSX

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dogwood Wealth Management's PSX Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Phillips 66 (PSX) stake by 36% in Q2 2026, selling an estimated $8.44K and leaving 89 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #304.

Dogwood Wealth Management first reported a position in PSX in Q3 2024 and has held it in 8 quarters since. The position peaked at $519K in Q4 2024. 336 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Dogwood Wealth Management held 89 shares of Phillips 66 worth $15K as of Q2 2026.
  • Dogwood Wealth Management sold 49 Phillips 66 shares in Q2 2026, an estimated $8.44K.
  • Phillips 66 made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #304 holding.
  • Dogwood Wealth Management first reported a position in Phillips 66 in Q3 2024 and has held it in 8 quarters since.
  • Dogwood Wealth Management's Phillips 66 position peaked at $519K in Q4 2024.
  • 336 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.