Doheny Asset Management’s Phillips 66 PSX Stock Holding History

Doheny Asset 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	$901K	Hold	5,329	–	–	0.52%	33
2026 Q1	$971K	Sell	5,329 -50	-0.9%	-$7.83K	0.63%	34
2025 Q4	$694K	Hold	5,379	–	–	0.42%	40
2025 Q3	$732K	Hold	5,379	–	–	0.46%	41
2025 Q2	$642K	Sell	5,379 -310	-5%	-$34.7K	0.45%	45
2025 Q1	$702K	Hold	5,689	–	–	0.55%	40
2024 Q4	$648K	Hold	5,689	–	–	0.48%	42
2024 Q3	$748K	Hold	5,689	–	–	0.51%	44
2024 Q2	$803K	Hold	5,689	–	–	0.57%	41
2024 Q1	$929K	Hold	5,689	–	–	0.76%	36
2023 Q4	$757K	Sell	5,689 -100	-2%	-$12K	0.74%	39
2023 Q3	$696K	Sell	5,789 -1,550	-21%	-$174K	0.67%	42
2023 Q2	$700K	Sell	7,339 -350	-5%	-$34K	0.6%	45
2023 Q1	$780K	Buy	7,689 +1,942	+34%	+$197K	0.7%	40
2022 Q4	$598K	Sell	5,747 -2,107	-27%	-$216K	0.69%	42
2022 Q3	$634K	Buy	+7,854	New	+$669K	0.64%	45
2022 Q1	$696K	Sell	8,054 -750	-9%	-$63.1K	0.51%	53
2021 Q4	$638K	Sell	8,804 -3,668	-29%	-$277K	0.45%	56
2021 Q3	$873K	Sell	12,472 -2,100	-14%	-$152K	0.62%	52
2021 Q2	$1.25M	Buy	14,572 +4,990	+52%	+$421K	0.81%	43
2021 Q1	$781K	Buy	9,582 +1,250	+15%	+$98.1K	0.53%	55
2020 Q4	$583K	Sell	8,332 -325	-4%	-$19.1K	0.41%	59
2020 Q3	$449K	Hold	8,657	–	–	0.37%	61
2020 Q2	$622K	Sell	8,657 -7,037	-45%	-$498K	0.59%	46
2020 Q1	$1.75M	Hold	15,694	–	–	1.39%	28
2019 Q4	$1.75M	Sell	15,694 -287	-2%	-$32.2K	1.39%	28
2019 Q3	$1.64M	Sell	15,981 -1,417	-8%	-$142K	1.42%	28
2019 Q2	$1.63M	Sell	17,398 -925	-5%	-$83K	1.36%	31
2019 Q1	$1.74M	Sell	18,323 -16,650	-48%	-$1.58M	1.48%	25
2018 Q4	$3.01M	Sell	34,973 -500	-1%	-$48.9K	2.21%	16
2018 Q3	$4M	Buy	35,473 +681	+2%	+$78.7K	2.09%	14
2018 Q2	$3.91M	Sell	34,792 -2,310	-6%	-$260K	2.12%	14
2018 Q1	$3.56M	Sell	37,102 -30	-0.1%	-$2.92K	1.87%	16
2017 Q4	$3.76M	Buy	37,132 +6,750	+22%	+$642K	1.75%	19
2017 Q3	$2.78M	Hold	30,382	–	–	1.28%	21
2017 Q2	$2.51M	Sell	30,382 -50	-0.2%	-$3.92K	1.18%	21
2017 Q1	$2.41M	Hold	30,432	–	–	1.09%	21
2016 Q4	$2.63M	Buy	30,432 +142	+0.5%	+$11.8K	1.27%	23
2016 Q3	$2.44M	Sell	30,290 -80	-0.3%	-$6.22K	1.25%	23
2016 Q2	$2.41M	Sell	30,370 -7,635	-20%	-$624K	1.21%	27
2016 Q1	$3.29M	Sell	38,005 -275	-0.7%	-$22.4K	1.7%	20
2015 Q4	$3.13M	Sell	38,280 -995	-3%	-$85.9K	1.53%	25
2015 Q3	$3.02M	Sell	39,275 -305	-0.8%	-$24.2K	1.56%	24
2015 Q2	$3.19M	Buy	39,580 +1,030	+3%	+$81.9K	1.43%	21
2015 Q1	$3.03M	Buy	38,550 +1,875	+5%	+$138K	1.4%	23
2014 Q4	$2.63M	Buy	36,675 +1,000	+3%	+$73.8K	1.26%	28
2014 Q3	$2.9M	Sell	35,675 -945	-3%	-$78.7K	1.45%	25
2014 Q2	$2.94M	Sell	36,620 -300	-0.8%	-$24.7K	1.39%	27
2014 Q1	$2.85M	Buy	36,920 +1,350	+4%	+$103K	1.46%	25
2013 Q4	$2.74M	Sell	35,570 -550	-2%	-$36.7K	1.45%	28
2013 Q3	$2.09M	Sell	36,120 -10,050	-22%	-$583K	1.15%	35
2013 Q2	$2.72M	Buy	+46,170	New	+$2.9M	1.55%	25

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Doheny Asset Management's PSX Position: Q2 2026 in Review

Doheny Asset Management held its Phillips 66 (PSX) position steady in Q2 2026 at 5,329 shares worth $901K. The position accounts for 0.52% of the portfolio, ranked #33.

Doheny Asset Management first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $4M in Q3 2018. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Doheny Asset Management held 5,329 shares of Phillips 66 worth $901K as of Q2 2026.
Doheny Asset Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.52% of Doheny Asset Management's portfolio in Q2 2026, its #33 holding.
Doheny Asset Management first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
Doheny Asset Management's Phillips 66 position peaked at $4M in Q3 2018.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Doheny Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.