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Dorato Capital Management’s Phillips 66 PSX Stock Holding History

Dorato 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 		$46.1K Hold
245
– – 0.03% 183
2026
Q1 		$41.2K Hold
245
– – 0.03% 184
2025
Q4 		$34.6K Buy
+245
New +$33K 0.03% 189

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Dorato Capital Management held its Phillips 66 (PSX) position steady in Q2 2026 at 245 shares worth $46.1K. The position accounts for 0.03% of the portfolio, ranked #183.

Dorato Capital Management first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. 1,235 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Dorato Capital Management held 245 shares of Phillips 66 worth $46.1K as of Q2 2026.
  • Dorato Capital Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.03% of Dorato Capital Management's portfolio in Q2 2026, its #183 holding.
  • Dorato Capital Management first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • 1,235 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.