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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
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 $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

Grandfield & Dodd's PSX Position: Q1 2026 in Review

Grandfield & Dodd opened a new position in Phillips 66 (PSX) in Q1 2026: 1,147 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #203 among its holdings. This is a return to the name: Grandfield & Dodd previously reported a position in PSX as recently as Q3 2014.

Grandfield & Dodd first reported a position in PSX in Q2 2013 and has held it in 7 quarters since. The position peaked at $3.24M in Q2 2013. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Grandfield & Dodd held 1,147 shares of Phillips 66 worth $209K as of Q1 2026.
  • Phillips 66 was a new Grandfield & Dodd position in Q1 2026.
  • Phillips 66 made up 0.01% of Grandfield & Dodd's portfolio in Q1 2026, its #203 holding.
  • Grandfield & Dodd first reported a position in Phillips 66 in Q2 2013 and has held it in 7 quarters since.
  • Grandfield & Dodd's Phillips 66 position peaked at $3.24M in Q2 2013.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.