Dumont & Blake Investment Advisors’s Phillips 66 PSX Stock Holding History

Dumont & Blake Investment Advisors’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	$210K	Buy	+1,153	New	+$181K	0.05%	187
2024 Q2	–	Sell	-1,262	Closed	-$206K	–	203
2024 Q1	$206K	Sell	1,262 -320	-20%	-$46.1K	0.06%	188
2023 Q4	$211K	Sell	1,582 -375	-19%	-$44.8K	0.07%	182
2023 Q3	$235K	Buy	+1,957	New	+$220K	0.08%	168
2023 Q2	–	Sell	-2,322	Closed	-$235K	–	195
2023 Q1	$235K	Hold	2,322	–	–	0.08%	175
2022 Q4	$242K	Buy	+2,322	New	+$238K	0.09%	169
2013 Q4	–	Sell	-8,138	Closed	-$471K	–	151
2013 Q3	$471K	Hold	8,138	–	–	0.22%	121
2013 Q2	$479K	Buy	+8,138	New	+$511K	0.29%	103

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dumont & Blake Investment Advisors's PSX Position: Q1 2026 in Review

Dumont & Blake Investment Advisors opened a new position in Phillips 66 (PSX) in Q1 2026: 1,153 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #187 among its holdings. This is a return to the name: Dumont & Blake Investment Advisors previously reported a position in PSX as recently as Q1 2024.

Dumont & Blake Investment Advisors first reported a position in PSX in Q2 2013 and has held it in 8 quarters since. The position peaked at $479K in Q2 2013. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Dumont & Blake Investment Advisors held 1,153 shares of Phillips 66 worth $210K as of Q1 2026.
Phillips 66 was a new Dumont & Blake Investment Advisors position in Q1 2026.
Phillips 66 made up 0.05% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #187 holding.
Dumont & Blake Investment Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 8 quarters since.
Dumont & Blake Investment Advisors's Phillips 66 position peaked at $479K in Q2 2013.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.