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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
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

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

Douglas Lane & Associates's PSX Position: Q2 2026 in Review

Douglas Lane & Associates reduced its Phillips 66 (PSX) stake by 21% in Q2 2026, selling an estimated $87.4K and leaving 1,940 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Douglas Lane & Associates first reported a position in PSX in Q2 2016 and has held it in 20 quarters since. The position peaked at $446K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Douglas Lane & Associates held 1,940 shares of Phillips 66 worth $328K as of Q2 2026.
  • Douglas Lane & Associates sold 508 Phillips 66 shares in Q2 2026, an estimated $87.4K.
  • Phillips 66 made up ﹤0.01% of Douglas Lane & Associates's portfolio in Q2 2026, its #218 holding.
  • Douglas Lane & Associates first reported a position in Phillips 66 in Q2 2016 and has held it in 20 quarters since.
  • Douglas Lane & Associates's Phillips 66 position peaked at $446K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.