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Lee, Danner & Bass’s Phillips 66 PSX Stock Holding History

Lee, Danner & Bass’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 		$1.45M Sell
8,567
-6
-0.1% -$1.03K 0.08% 139
2026
Q1 		$1.56M Sell
8,573
-450
-5% -$70.5K 0.1% 130
2025
Q4 		$1.16M Sell
9,023
-15
-0.2% -$2.02K 0.08% 132
2025
Q3 		$1.23M Hold
9,038
– – 0.09% 131
2025
Q2 		$1.08M Hold
9,038
– – 0.08% 129
2025
Q1 		$1.12M Hold
9,038
– – 0.09% 127
2024
Q4 		$1.03M Sell
9,038
-58
-0.6% -$7.38K 0.08% 132
2024
Q3 		$1.2M Sell
9,096
-330
-4% -$44.6K 0.08% 127
2024
Q2 		$1.33M Buy
+9,426
New +$1.4M 0.1% 122
2023
Q4 		$1.3M Sell
9,776
-570
-6% -$68.1K 0.11% 118
2023
Q3 		$1.24M Sell
10,346
-270
-3% -$30.3K 0.11% 113
2023
Q2 		$1.01M Sell
10,616
-135
-1% -$13.1K 0.09% 127
2023
Q1 		$1.09M Hold
10,751
– – 0.1% 123
2022
Q4 		$1.12M Sell
10,751
-120
-1% -$12.3K 0.11% 120
2022
Q3 		$877K Buy
10,871
+1,500
+16% +$128K 0.09% 127
2022
Q2 		$768K Sell
9,371
-4,383
-32% -$405K 0.08% 133
2022
Q1 		$1.19M Buy
13,754
+137
+1% +$11.5K 0.1% 118
2021
Q4 		$987K Sell
13,617
-2,189
-14% -$165K 0.08% 122
2021
Q3 		$1.11M Sell
15,806
-567
-3% -$41K 0.1% 116
2021
Q2 		$1.41M Sell
16,373
-300
-2% -$25.3K 0.13% 110
2021
Q1 		$1.36M Sell
16,673
-690
-4% -$54.1K 0.13% 104
2020
Q4 		$1.21M Sell
17,363
-970
-5% -$56.9K 0.13% 102
2020
Q3 		$950K Sell
18,333
-1,280
-7% -$78.1K 0.11% 105
2020
Q2 		$1.41M Sell
19,613
-1,623
-8% -$115K 0.18% 93
2020
Q1 		$1.14M Sell
21,236
-1,172
-5% -$95.4K 0.16% 95
2019
Q4 		$2.5M Sell
22,408
-1,283
-5% -$144K 0.26% 83
2019
Q3 		$2.43M Sell
23,691
-1,260
-5% -$126K 0.26% 79
2019
Q2 		$2.33M Buy
24,951
+12,069
+94% +$1.08M 0.25% 78
2019
Q1 		$1.23M Sell
12,882
-84
-0.6% -$7.99K 0.14% 101
2018
Q4 		$1.12M Buy
12,966
+20
+0.2% +$1.95K 0.13% 105
2018
Q3 		$1.46M Sell
12,946
-953
-7% -$110K 0.14% 103
2018
Q2 		$1.56M Sell
13,899
-1,170
-8% -$132K 0.17% 99
2018
Q1 		$1.45M Buy
15,069
+195
+1% +$19K 0.15% 101
2017
Q4 		$1.5M Sell
14,874
-75
-0.5% -$7.13K 0.15% 101
2017
Q3 		$1.37M Sell
14,949
-23
-0.2% -$1.95K 0.15% 100
2017
Q2 		$1.24M Buy
14,972
+4,544
+44% +$357K 0.14% 100
2017
Q1 		$826K Buy
10,428
+6,023
+137% +$485K 0.09% 113
2016
Q4 		$381K Buy
4,405
+462
+12% +$38.4K 0.04% 133
2016
Q3 		$318K Buy
3,943
+125
+3% +$9.72K 0.04% 139
2016
Q2 		$303K Buy
3,818
+220
+6% +$18K 0.04% 141
2016
Q1 		$318K Hold
3,598
– – 0.04% 136
2015
Q4 		$294K Hold
3,598
– – 0.04% 140
2015
Q3 		$276K Buy
+3,598
New +$286K 0.04% 148

Other funds holding PSX

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Lee, Danner & Bass's PSX Position: Q2 2026 in Review

Lee, Danner & Bass reduced its Phillips 66 (PSX) stake by 0.07% in Q2 2026, selling an estimated $1.03K and leaving 8,567 shares worth $1.45M. The position accounts for 0.08% of the portfolio, ranked #139.

Lee, Danner & Bass first reported a position in PSX in Q3 2015 and has held it in 43 quarters since. The position peaked at $2.5M in Q4 2019. 855 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Lee, Danner & Bass held 8,567 shares of Phillips 66 worth $1.45M as of Q2 2026.
  • Lee, Danner & Bass sold 6 Phillips 66 shares in Q2 2026, an estimated $1.03K.
  • Phillips 66 made up 0.08% of Lee, Danner & Bass's portfolio in Q2 2026, its #139 holding.
  • Lee, Danner & Bass first reported a position in Phillips 66 in Q3 2015 and has held it in 43 quarters since.
  • Lee, Danner & Bass's Phillips 66 position peaked at $2.5M in Q4 2019.
  • 855 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.