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 Q2	–	Sell	-1,153	Closed	-$210K	–	211
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dumont & Blake Investment Advisors's PSX Position: Q2 2026 in Review

Dumont & Blake Investment Advisors sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,153 shares — an estimated $210K sold.

Dumont & Blake Investment Advisors first reported a position in PSX in Q2 2013 and held it in 8 quarters. The position peaked at $479K in Q2 2013. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Dumont & Blake Investment Advisors reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
Dumont & Blake Investment Advisors sold 1,153 Phillips 66 shares in Q2 2026, an estimated $210K.
Dumont & Blake Investment Advisors first reported a position in Phillips 66 in Q2 2013 and held it in 8 quarters.
Dumont & Blake Investment Advisors's Phillips 66 position peaked at $479K in Q2 2013.
2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.