Donoghue Forlines’s Phillips 66 PSX Stock Holding History

Donoghue Forlines’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	$1.61M	Sell	9,527 -302	-3%	-$52K	0.42%	94
2026 Q1	$1.79M	Sell	9,829 -508	-5%	-$79.6K	0.5%	61
2025 Q4	$1.33M	Sell	10,337 -979	-9%	-$132K	0.41%	101
2025 Q3	$1.54M	Sell	11,316 -863	-7%	-$111K	0.47%	71
2025 Q2	$1.45M	Buy	12,179 +443	+4%	+$49.6K	0.41%	86
2025 Q1	$1.45M	Sell	11,736 -889	-7%	-$110K	0.46%	92
2024 Q4	$1.44M	Buy	+12,625	New	+$1.61M	0.48%	96
2023 Q4	–	Sell	-11,626	Closed	-$1.4M	–	252
2023 Q3	$1.4M	Buy	+11,626	New	+$1.3M	0.5%	40
2020 Q1	–	Sell	-20,162	Closed	-$2.25M	–	123
2019 Q4	$2.25M	Sell	20,162 -22,909	-53%	-$2.57M	0.35%	109
2019 Q3	$4.41M	Sell	43,071 -31,820	-42%	-$3.19M	0.63%	37
2019 Q2	$7M	Buy	+74,891	New	+$6.72M	0.82%	26
2018 Q3	–	Sell	-20,595	Closed	-$2.31M	–	190
2018 Q2	$2.31M	Buy	+20,595	New	+$2.32M	0.19%	80
2018 Q1	–	Sell	-26,250	Closed	-$2.65M	–	176
2017 Q4	$2.65M	Buy	26,250 +677	+3%	+$64.4K	0.2%	84
2017 Q3	$2.34M	Buy	+25,573	New	+$2.17M	0.25%	63

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

Donoghue Forlines's PSX Position: Q2 2026 in Review

Donoghue Forlines reduced its Phillips 66 (PSX) stake by 3.1% in Q2 2026, selling an estimated $52K and leaving 9,527 shares worth $1.61M. The position accounts for 0.42% of the portfolio, ranked #94.

Donoghue Forlines first reported a position in PSX in Q3 2017 and has held it in 14 quarters since. The position peaked at $7M in Q2 2019. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Donoghue Forlines held 9,527 shares of Phillips 66 worth $1.61M as of Q2 2026.
Donoghue Forlines sold 302 Phillips 66 shares in Q2 2026, an estimated $52K.
Phillips 66 made up 0.42% of Donoghue Forlines's portfolio in Q2 2026, its #94 holding.
Donoghue Forlines first reported a position in Phillips 66 in Q3 2017 and has held it in 14 quarters since.
Donoghue Forlines's Phillips 66 position peaked at $7M in Q2 2019.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.