Duncan Williams Asset Management’s Phillips 66 PSX Stock Holding History

Duncan Williams Asset Management’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	$387K	Hold	2,287	–	–	0.09%	118
2026 Q1	$417K	Hold	2,287	–	–	0.12%	104
2025 Q4	$354K	Hold	2,287	–	–	0.09%	123
2025 Q3	$311K	Hold	2,287	–	–	0.09%	130
2025 Q2	$273K	Hold	2,287	–	–	0.09%	128
2025 Q1	$282K	Sell	2,287 -35	-2%	-$4.31K	0.1%	116
2024 Q4	$265K	Hold	2,322	–	–	0.1%	118
2024 Q3	$305K	Buy	2,322 +322	+16%	+$43.5K	0.17%	100
2024 Q2	$282K	Hold	2,000	–	–	0.24%	59
2024 Q1	$327K	Buy	+2,000	New	+$288K	0.29%	54

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

Duncan Williams Asset Management's PSX Position: Q2 2026 in Review

Duncan Williams Asset Management held its Phillips 66 (PSX) position steady in Q2 2026 at 2,287 shares worth $387K. The position accounts for 0.09% of the portfolio, ranked #118.

Duncan Williams Asset Management first reported a position in PSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $417K in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Duncan Williams Asset Management held 2,287 shares of Phillips 66 worth $387K as of Q2 2026.
Duncan Williams Asset Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.09% of Duncan Williams Asset Management's portfolio in Q2 2026, its #118 holding.
Duncan Williams Asset Management first reported a position in Phillips 66 in Q1 2024 and has held it in 10 quarters since.
Duncan Williams Asset Management's Phillips 66 position peaked at $417K in Q1 2026.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.