DIP
PSX icon

DT Investment Partners’s Phillips 66 PSX Stock Holding History

DT Investment Partners’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 		$1.26M Hold
7,431
– – 0.09% 76
2026
Q1 		$1.35M Sell
7,431
-3,305
-31% -$518K 0.11% 74
2025
Q4 		$1.39M Hold
10,736
– – 0.11% 72
2025
Q3 		$1.46M Sell
10,736
-11,874
-53% -$1.52M 0.12% 69
2025
Q2 		$2.7M Sell
22,610
-1,060
-4% -$119K 0.24% 53
2025
Q1 		$2.92M Sell
23,670
-7,104
-23% -$876K 0.28% 54
2024
Q4 		$3.51M Sell
30,774
-30,130
-49% -$3.83M 0.3% 50
2024
Q3 		$8.01M Hold
60,904
– – 0.65% 29
2024
Q2 		$8.6M Hold
60,904
– – 0.76% 27
2024
Q1 		$9.95M Sell
60,904
-12,056
-17% -$1.74M 1.01% 22
2023
Q4 		$10.4M Hold
72,960
– – 1.12% 21
2023
Q3 		$8.77M Sell
72,960
-10,238
-12% -$1.15M 1.06% 23
2023
Q2 		$9.33M Buy
83,198
+200
+0.2% +$19.4K 1.06% 23
2023
Q1 		$8.17M Buy
82,998
+10,038
+14% +$1.02M 0.99% 24
2022
Q4 		$7.59M Hold
72,960
– – 1% 24
2022
Q3 		$5.89M Buy
72,960
+7,028
+11% +$599K 0.96% 23
2022
Q2 		$5.41M Sell
65,932
-540
-0.8% -$50K 0.8% 24
2022
Q1 		$5.74M Sell
66,472
-1,949
-3% -$164K 0.74% 26
2021
Q4 		$4.96M Sell
68,421
-750
-1% -$56.7K 0.65% 29
2021
Q3 		$4.84M Buy
69,171
+2,156
+3% +$156K 0.65% 30
2021
Q2 		$5.75M Sell
67,015
-9,892
-13% -$835K 0.8% 26
2021
Q1 		$6.27M Sell
76,907
-4,940
-6% -$388K 0.9% 26
2020
Q4 		$5.72M Hold
81,847
– – 0.91% 24
2020
Q3 		$4.24M Hold
81,847
– – 0.61% 26
2020
Q2 		$5.88M Sell
81,847
-73
-0.1% -$5.17K 0.73% 22
2020
Q1 		$4.39M Sell
81,920
-79,261
-49% -$6.45M 0.71% 18
2019
Q4 		$18M Buy
161,181
+118,007
+273% +$13.3M 1.65% 14
2019
Q3 		$4.42M Buy
43,174
+1,391
+3% +$139K 0.57% 32
2019
Q2 		$3.91M Buy
+41,783
New +$3.75M 0.54% 37

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DT Investment Partners's PSX Position: Q2 2026 in Review

DT Investment Partners held its Phillips 66 (PSX) position steady in Q2 2026 at 7,431 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #76.

DT Investment Partners first reported a position in PSX in Q2 2019 and has held it in 29 quarters since. The position peaked at $18M in Q4 2019. 1,311 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • DT Investment Partners held 7,431 shares of Phillips 66 worth $1.26M as of Q2 2026.
  • DT Investment Partners left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.09% of DT Investment Partners's portfolio in Q2 2026, its #76 holding.
  • DT Investment Partners first reported a position in Phillips 66 in Q2 2019 and has held it in 29 quarters since.
  • DT Investment Partners's Phillips 66 position peaked at $18M in Q4 2019.
  • 1,311 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.