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L2 Asset Management’s Phillips 66 PSX Stock Holding History

L2 Asset Management’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 		$387K Buy
2,288
+114
+5% +$19.6K 0.04% 302
2026
Q1 		$396K Buy
2,174
+147
+7% +$23K 0.04% 275
2025
Q4 		$262K Buy
2,027
+134
+7% +$18K 0.03% 314
2025
Q3 		$257K Buy
1,893
+72
+4% +$9.22K 0.04% 312
2025
Q2 		$217K Buy
1,821
+68
+4% +$7.62K 0.04% 337
2025
Q1 		$216K Buy
+1,753
New +$216K 0.04% 260
2024
Q4 		– Sell
-1,697
Closed -$223K – 263
2024
Q3 		$223K Buy
1,697
+57
+3% +$7.7K 0.06% 210
2024
Q2 		$232K Buy
1,640
+82
+5% +$12.1K 0.07% 189
2024
Q1 		$254K Buy
+1,558
New +$225K 0.08% 176

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

L2 Asset Management's PSX Position: Q2 2026 in Review

L2 Asset Management increased its Phillips 66 (PSX) stake by 5.2% in Q2 2026, buying an estimated $19.6K and bringing the position to 2,288 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #302.

L2 Asset Management first reported a position in PSX in Q1 2024 and has held it in 9 quarters since. The position peaked at $396K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • L2 Asset Management held 2,288 shares of Phillips 66 worth $387K as of Q2 2026.
  • L2 Asset Management bought 114 Phillips 66 shares in Q2 2026, an estimated $19.6K.
  • Phillips 66 made up 0.04% of L2 Asset Management's portfolio in Q2 2026, its #302 holding.
  • L2 Asset Management first reported a position in Phillips 66 in Q1 2024 and has held it in 9 quarters since.
  • L2 Asset Management's Phillips 66 position peaked at $396K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.