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Lake Street Private Wealth’s Phillips 66 PSX Stock Holding History

Lake Street Private Wealth’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 		– Sell
-1,151
Closed -$210K – 284
2026
Q1 		$210K Buy
+1,151
New +$180K 0.03% 253
2024
Q3 		– Sell
-7,879
Closed -$1.11M – 310
2024
Q2 		$1.11M Buy
7,879
+1,340
+20% +$198K 0.14% 136
2024
Q1 		$1.07M Sell
6,539
-784
-11% -$113K 0.15% 140
2023
Q4 		$975K Buy
+7,323
New +$875K 0.15% 134
2022
Q4 		– Sell
-2,763
Closed -$223K – 296
2022
Q3 		$223K Buy
2,763
+1
+0% +$85 0.05% 245
2022
Q2 		$226K Buy
+2,762
New +$256K 0.05% 261

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

Lake Street Private Wealth's PSX Position: Q2 2026 in Review

Lake Street Private Wealth sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,151 shares — an estimated $210K sold.

Lake Street Private Wealth first reported a position in PSX in Q2 2022 and held it in 6 quarters. The position peaked at $1.11M in Q2 2024. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Lake Street Private Wealth reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Lake Street Private Wealth sold 1,151 Phillips 66 shares in Q2 2026, an estimated $210K.
  • Lake Street Private Wealth first reported a position in Phillips 66 in Q2 2022 and held it in 6 quarters.
  • Lake Street Private Wealth's Phillips 66 position peaked at $1.11M in Q2 2024.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.