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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Duncan Williams Asset Management's PSX Position: Q1 2026 in Review

Duncan Williams Asset Management held its Phillips 66 (PSX) position steady in Q1 2026 at 2,287 shares worth $417K. The position accounts for 0.12% of the portfolio, ranked #104.

Duncan Williams Asset Management first reported a position in PSX in Q1 2024 and has held it in 9 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Duncan Williams Asset Management held 2,287 shares of Phillips 66 worth $417K as of Q1 2026.
  • Duncan Williams Asset Management left its Phillips 66 share count unchanged in Q1 2026.
  • Phillips 66 made up 0.12% of Duncan Williams Asset Management's portfolio in Q1 2026, its #104 holding.
  • Duncan Williams Asset Management first reported a position in Phillips 66 in Q1 2024 and has held it in 9 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.