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Donaldson Capital Management’s Phillips 66 PSX Stock Holding History

Donaldson Capital 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 		$652K Buy
3,857
+2,416
+168% +$416K 0.02% 201
2026
Q1 		$263K Buy
+1,441
New +$226K 0.01% 221
2024
Q3 		– Sell
-1,493
Closed -$211K – 217
2024
Q2 		$211K Sell
1,493
-304
-17% -$45K 0.01% 207
2024
Q1 		$294K Sell
1,797
-10
-0.6% -$1.44K 0.01% 186
2023
Q4 		$241K Sell
1,807
-447
-20% -$53.4K 0.01% 202
2023
Q3 		$271K Sell
2,254
-54
-2% -$6.06K 0.01% 196
2023
Q2 		$220K Buy
2,308
+54
+2% +$5.25K 0.01% 219
2023
Q1 		$229K Hold
2,254
– – 0.01% 203
2022
Q4 		$235K Buy
+2,254
New +$231K 0.01% 210
2022
Q2 		– Sell
-2,725
Closed -$235K – 244
2022
Q1 		$235K Buy
+2,725
New +$229K 0.01% 236
2019
Q2 		– Sell
-2,590
Closed -$246K – 184
2019
Q1 		$246K Hold
2,590
– – 0.02% 145
2018
Q4 		$223K Buy
2,590
+17
+0.7% +$1.66K 0.02% 152
2018
Q3 		$290K Buy
+2,573
New +$297K 0.03% 157

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

Donaldson Capital Management's PSX Position: Q2 2026 in Review

Donaldson Capital Management increased its Phillips 66 (PSX) stake by 168% in Q2 2026, buying an estimated $416K and bringing the position to 3,857 shares worth $652K. The position accounts for 0.02% of the portfolio, ranked #201.

Donaldson Capital Management first reported a position in PSX in Q3 2018 and has held it in 13 quarters since. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Donaldson Capital Management held 3,857 shares of Phillips 66 worth $652K as of Q2 2026.
  • Donaldson Capital Management bought 2,416 Phillips 66 shares in Q2 2026, an estimated $416K.
  • Phillips 66 made up 0.02% of Donaldson Capital Management's portfolio in Q2 2026, its #201 holding.
  • Donaldson Capital Management first reported a position in Phillips 66 in Q3 2018 and has held it in 13 quarters since.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.