Lipe & Dalton
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Lipe & Dalton’s Phillips 66 PSX Stock Holding History

Lipe & Dalton’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
Q3 		$49K Buy
+190
New +$43.4K 0.02% 88
2024
Q2 		– Sell
-532
Closed -$87K – 105
2024
Q1 		$87K Buy
+532
New +$76.7K 0.04% 92
2020
Q1 		– Sell
-1,532
Closed -$171K – 103
2019
Q4 		$171K Hold
1,532
– – 0.11% 74
2019
Q3 		$157K Hold
1,532
– – 0.11% 75
2019
Q2 		$143K Buy
+1,532
New +$137K 0.1% 72

Other funds holding PSX

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Lipe & Dalton's PSX Position: Q3 2026 in Review

Lipe & Dalton opened a new position in Phillips 66 (PSX) in Q3 2026: 190 shares worth $49K. The stake represents 0.02% of the portfolio and ranks #88 among its holdings. This is a return to the name: Lipe & Dalton previously reported a position in PSX as recently as Q1 2024.

Lipe & Dalton first reported a position in PSX in Q2 2019 and has held it in 5 quarters since. The position peaked at $171K in Q4 2019. 1,113 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Lipe & Dalton held 190 shares of Phillips 66 worth $49K as of Q3 2026.
  • Phillips 66 was a new Lipe & Dalton position in Q3 2026.
  • Phillips 66 made up 0.02% of Lipe & Dalton's portfolio in Q3 2026, its #88 holding.
  • Lipe & Dalton first reported a position in Phillips 66 in Q2 2019 and has held it in 5 quarters since.
  • Lipe & Dalton's Phillips 66 position peaked at $171K in Q4 2019.
  • 1,113 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Lipe & Dalton's 13F filing for Q3 2026, filed 15 Oct 2026.