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Grandfield & Dodd’s Phillips 66 PSX Stock Holding History

Grandfield & Dodd’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
-1,147
Closed -$209K – 221
2026
Q1 		$209K Buy
+1,147
New +$180K 0.01% 203
2014
Q4 		– Sell
-3,805
Closed -$309K – 170
2014
Q3 		$309K Sell
3,805
-16,742
-81% -$1.39M 0.05% 132
2014
Q2 		$1.65M Sell
20,547
-704
-3% -$58K 0.25% 78
2014
Q1 		$1.64M Sell
21,251
-4,094
-16% -$312K 0.26% 78
2013
Q4 		$1.96M Sell
25,345
-10,030
-28% -$669K 0.32% 71
2013
Q3 		$2.04M Sell
35,375
-19,586
-36% -$1.14M 0.36% 66
2013
Q2 		$3.24M Buy
+54,961
New +$3.45M 0.61% 50

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

Grandfield & Dodd's PSX Position: Q2 2026 in Review

Grandfield & Dodd sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,147 shares — an estimated $209K sold.

Grandfield & Dodd first reported a position in PSX in Q2 2013 and held it in 7 quarters. The position peaked at $3.24M in Q2 2013. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Grandfield & Dodd reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Grandfield & Dodd sold 1,147 Phillips 66 shares in Q2 2026, an estimated $209K.
  • Grandfield & Dodd first reported a position in Phillips 66 in Q2 2013 and held it in 7 quarters.
  • Grandfield & Dodd's Phillips 66 position peaked at $3.24M in Q2 2013.
  • 2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Grandfield & Dodd's 13F filing for Q2 2026, filed 7 Aug 2026.