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Dunhill Financial’s Phillips 66 PSX Stock Holding History

Dunhill Financial’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 		$3.83K Buy
22
+2
+10% +$344 ﹤0.01% 725
2026
Q1 		$3.78K Sell
20
-1
-5% -$157 ﹤0.01% 677
2025
Q4 		$2.69K Buy
21
+5
+31% +$673 ﹤0.01% 696
2025
Q3 		$2.19K Hold
16
– – ﹤0.01% 685
2025
Q2 		$1.97K Sell
16
-69
-81% -$7.73K ﹤0.01% 689
2025
Q1 		$10.5K Buy
85
+12
+16% +$1.48K ﹤0.01% 402
2024
Q4 		$8.29K Buy
73
+2
+3% +$254 ﹤0.01% 432
2024
Q3 		$9.3K Buy
71
+47
+196% +$6.35K ﹤0.01% 400
2024
Q2 		$3.36K Buy
24
+9
+60% +$1.33K ﹤0.01% 473
2024
Q1 		$2.47K Sell
15
-18
-55% -$2.59K ﹤0.01% 449
2023
Q4 		$4.33K Buy
+33
New +$3.94K ﹤0.01% 310

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dunhill Financial's PSX Position: Q2 2026 in Review

Dunhill Financial increased its Phillips 66 (PSX) stake by 10% in Q2 2026, buying an estimated $344 and bringing the position to 22 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Dunhill Financial first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5K in Q1 2025. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Dunhill Financial held 22 shares of Phillips 66 worth $3.83K as of Q2 2026.
  • Dunhill Financial bought 2 Phillips 66 shares in Q2 2026, an estimated $344.
  • Phillips 66 made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #725 holding.
  • Dunhill Financial first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Dunhill Financial's Phillips 66 position peaked at $10.5K in Q1 2025.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.