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Dorsey & Whitney Trust’s Phillips 66 PSX Stock Holding History

Dorsey & Whitney Trust’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
Q1 		$1.16M Sell
6,369
-74
-1% -$11.6K 0.06% 261
2025
Q4 		$831K Sell
6,443
-8
-0.1% -$1.08K 0.04% 319
2025
Q3 		$877K Sell
6,451
-5,295
-45% -$678K 0.05% 307
2025
Q2 		$1.4M Sell
11,746
-4,008
-25% -$449K 0.07% 212
2025
Q1 		$1.95M Sell
15,754
-1,073
-6% -$132K 0.11% 164
2024
Q4 		$1.92M Buy
16,827
+5,752
+52% +$732K 0.11% 170
2024
Q3 		$1.46M Buy
11,075
+8,508
+331% +$1.15M 0.08% 206
2024
Q2 		$362K Buy
2,567
+67
+3% +$9.92K 0.03% 411
2024
Q1 		$408K Sell
2,500
-184
-7% -$26.5K 0.03% 389
2023
Q4 		$357K Buy
2,684
+364
+16% +$43.5K 0.03% 416
2023
Q3 		$279K Buy
2,320
+12
+0.5% +$1.35K 0.02% 444
2023
Q2 		$220K Sell
2,308
-1,857
-45% -$181K 0.02% 533
2023
Q1 		$422K Buy
4,165
+921
+28% +$93.6K 0.04% 342
2022
Q4 		$338K Buy
3,244
+38
+1% +$3.89K 0.03% 382
2022
Q3 		$259K Buy
3,206
+174
+6% +$14.8K 0.03% 439
2022
Q2 		$248K Buy
3,032
+113
+4% +$10.5K 0.03% 452
2022
Q1 		$253K Sell
2,919
-19
-0.6% -$1.6K 0.02% 476
2021
Q4 		$212K Sell
2,938
-406
-12% -$30.7K 0.02% 523
2021
Q3 		$234K Sell
3,344
-35
-1% -$2.53K 0.02% 468
2021
Q2 		$290K Sell
3,379
-369
-10% -$31.1K 0.03% 404
2021
Q1 		$305K Sell
3,748
-509
-12% -$39.9K 0.03% 381
2020
Q4 		$297K Sell
4,257
-1,565
-27% -$91.9K 0.03% 347
2020
Q3 		$301K Buy
5,822
+1,770
+44% +$108K 0.04% 300
2020
Q2 		$291K Sell
4,052
-1,620
-29% -$115K 0.04% 316
2020
Q1 		$305K Sell
5,672
-1,221
-18% -$99.4K 0.05% 270
2019
Q4 		$768K Buy
6,893
+1,042
+18% +$117K 0.1% 172
2019
Q3 		$599K Buy
5,851
+426
+8% +$42.7K 0.09% 192
2019
Q2 		$507K Sell
5,425
-19
-0.3% -$1.71K 0.08% 211
2019
Q1 		$519K Buy
5,444
+101
+2% +$9.6K 0.08% 195
2018
Q4 		$460K Sell
5,343
-652
-11% -$63.7K 0.08% 198
2018
Q3 		$676K Buy
5,995
+99
+2% +$11.4K 0.1% 158
2018
Q2 		$662K Sell
5,896
-625
-10% -$70.3K 0.12% 151
2018
Q1 		$625K Hold
6,521
– – 0.12% 146
2017
Q4 		$659K Hold
6,521
– – 0.12% 133
2017
Q3 		$598K Sell
6,521
-43
-0.7% -$3.64K 0.12% 142
2017
Q2 		$543K Buy
6,564
+1,012
+18% +$79.4K 0.11% 158
2017
Q1 		$439K Hold
5,552
– – 0.09% 172
2016
Q4 		$479K Sell
5,552
-2,431
-30% -$202K 0.11% 135
2016
Q3 		$643K Sell
7,983
-1,103
-12% -$85.7K 0.15% 120
2016
Q2 		$721K Sell
9,086
-420
-4% -$34.3K 0.17% 108
2016
Q1 		$824K Sell
9,506
-295
-3% -$24K 0.21% 99
2015
Q4 		$801K Buy
9,801
+177
+2% +$15.3K 0.21% 96
2015
Q3 		$740K Buy
9,624
+784
+9% +$62.3K 0.21% 94
2015
Q2 		$712K Buy
8,840
+561
+7% +$44.6K 0.18% 98
2015
Q1 		$651K Hold
8,279
– – 0.16% 111
2014
Q4 		$593K Hold
8,279
– – 0.15% 119
2014
Q3 		$674K Buy
8,279
+2,423
+41% +$202K 0.18% 105
2014
Q2 		$471K Buy
5,856
+1,114
+23% +$91.8K 0.1% 140
2014
Q1 		$365K Sell
4,742
-2,825
-37% -$215K 0.08% 157
2013
Q4 		$583K Hold
7,567
– – 0.16% 115
2013
Q3 		$439K Buy
7,567
+1,085
+17% +$62.9K 0.13% 140
2013
Q2 		$382K Buy
+6,482
New +$407K 0.13% 138

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dorsey & Whitney Trust's PSX Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its Phillips 66 (PSX) stake by 1.1% in Q1 2026, selling an estimated $11.6K and leaving 6,369 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #261.

Dorsey & Whitney Trust first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.95M in Q1 2025. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Dorsey & Whitney Trust held 6,369 shares of Phillips 66 worth $1.16M as of Q1 2026.
  • Dorsey & Whitney Trust sold 74 Phillips 66 shares in Q1 2026, an estimated $11.6K.
  • Phillips 66 made up 0.06% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #261 holding.
  • Dorsey & Whitney Trust first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • Dorsey & Whitney Trust's Phillips 66 position peaked at $1.95M in Q1 2025.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.