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Douglas Lane & Associates’s Phillips 66 PSX Stock Holding History

Douglas Lane & Associates’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
Q3 		$495K Hold
1,940
– – 0.01% 188
2026
Q2 		$328K Sell
1,940
-508
-21% -$87.4K ﹤0.01% 218
2026
Q1 		$446K Buy
2,448
+158
+7% +$24.8K 0.01% 191
2025
Q4 		$296K Buy
2,290
+340
+17% +$45.8K ﹤0.01% 208
2025
Q3 		$265K Sell
1,950
-58
-3% -$7.43K ﹤0.01% 213
2025
Q2 		$240K Sell
2,008
-98
-5% -$11K ﹤0.01% 219
2025
Q1 		$260K Sell
2,106
-25
-1% -$3.08K ﹤0.01% 216
2024
Q4 		$243K Sell
2,131
-5
-0.2% -$636 ﹤0.01% 218
2024
Q3 		$281K Buy
2,136
+45
+2% +$6.08K ﹤0.01% 213
2024
Q2 		$295K Buy
2,091
+130
+7% +$19.2K ﹤0.01% 206
2024
Q1 		$320K Buy
+1,961
New +$283K ﹤0.01% 206
2021
Q3 		– Sell
-2,338
Closed -$201K – 232
2021
Q2 		$201K Sell
2,338
-115
-5% -$9.71K ﹤0.01% 225
2021
Q1 		$200K Buy
+2,453
New +$192K ﹤0.01% 212
2018
Q2 		– Sell
-2,646
Closed -$254K – 199
2018
Q1 		$254K Sell
2,646
-115
-4% -$11.2K 0.01% 185
2017
Q4 		$279K Sell
2,761
-411
-13% -$39.1K 0.01% 181
2017
Q3 		$291K Buy
3,172
+90
+3% +$7.62K 0.01% 186
2017
Q2 		$255K Sell
3,082
-400
-11% -$31.4K 0.01% 187
2017
Q1 		$276K Sell
3,482
-9
-0.3% -$725 0.01% 189
2016
Q4 		$302K Sell
3,491
-274
-7% -$22.8K 0.01% 189
2016
Q3 		$303K Sell
3,765
-40
-1% -$3.11K 0.01% 188
2016
Q2 		$302K Buy
+3,805
New +$311K 0.01% 194

Other funds holding PSX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Douglas Lane & Associates's PSX Position: Q3 2026 in Review

Douglas Lane & Associates held its Phillips 66 (PSX) position steady in Q3 2026 at 1,940 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #188.

Douglas Lane & Associates first reported a position in PSX in Q2 2016 and has held it in 21 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Douglas Lane & Associates held 1,940 shares of Phillips 66 worth $495K as of Q3 2026.
  • Douglas Lane & Associates left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.01% of Douglas Lane & Associates's portfolio in Q3 2026, its #188 holding.
  • Douglas Lane & Associates first reported a position in Phillips 66 in Q2 2016 and has held it in 21 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.