Wendell David Associates’s Phillips 66 PSX Stock Holding History

Wendell David Associates’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	$221K	Hold	1,305	–	–	0.02%	152
2026 Q1	$238K	Buy	+1,305	New	+$204K	0.03%	144
2024 Q2	–	Sell	-1,305	Closed	-$213K	–	163
2024 Q1	$213K	Buy	+1,305	New	+$188K	0.02%	156
2020 Q1	–	Sell	-2,296	Closed	-$256K	–	146
2019 Q4	$256K	Hold	2,296	–	–	0.04%	142
2019 Q3	$235K	Hold	2,296	–	–	0.03%	144
2019 Q2	$215K	Hold	2,296	–	–	0.03%	150
2019 Q1	$219K	Sell	2,296 -516	-18%	-$49K	0.03%	148
2018 Q4	$242K	Hold	2,812	–	–	0.04%	131
2018 Q3	$317K	Hold	2,812	–	–	0.05%	129
2018 Q2	$316K	Buy	2,812 +600	+27%	+$67.5K	0.05%	133
2018 Q1	$212K	Sell	2,212 -266	-11%	-$25.9K	0.04%	150
2017 Q4	$251K	Hold	2,478	–	–	0.04%	145
2017 Q3	$227K	Buy	+2,478	New	+$210K	0.04%	149
2017 Q1	–	Sell	-2,487	Closed	-$215K	–	144
2016 Q4	$215K	Sell	2,487 -150	-6%	-$12.5K	0.04%	139
2016 Q3	$212K	Hold	2,637	–	–	0.04%	139
2016 Q2	$208K	Hold	2,637	–	–	0.04%	140
2016 Q1	$229K	Buy	+2,637	New	+$214K	0.04%	140

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wendell David Associates's PSX Position: Q2 2026 in Review

Wendell David Associates held its Phillips 66 (PSX) position steady in Q2 2026 at 1,305 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #152.

Wendell David Associates first reported a position in PSX in Q1 2016 and has held it in 17 quarters since. The position peaked at $317K in Q3 2018. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Wendell David Associates held 1,305 shares of Phillips 66 worth $221K as of Q2 2026.
Wendell David Associates left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of Wendell David Associates's portfolio in Q2 2026, its #152 holding.
Wendell David Associates first reported a position in Phillips 66 in Q1 2016 and has held it in 17 quarters since.
Wendell David Associates's Phillips 66 position peaked at $317K in Q3 2018.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.