LWA
PSX icon

Lantern Wealth Advisors’s Phillips 66 PSX Stock Holding History

Lantern Wealth Advisors’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 		$438K Sell
2,588
-175
-6% -$30.1K 0.2% 114
2026
Q1 		$503K Buy
2,763
+2
+0.1% +$313 0.26% 99
2025
Q4 		$356K Buy
2,761
+514
+23% +$69.2K 0.19% 114
2025
Q3 		$306K Hold
2,247
– – 0.16% 118
2025
Q2 		$268K Buy
+2,247
New +$252K 0.16% 125
2024
Q4 		$253K Buy
2,224
+99
+5% +$12.6K 0.16% 112
2024
Q3 		$279K Buy
2,125
+18
+0.9% +$2.43K 0.19% 99
2024
Q2 		$297K Sell
2,107
-22
-1% -$3.26K 0.22% 90
2024
Q1 		$348K Buy
2,129
+25
+1% +$3.6K 0.24% 90
2023
Q4 		$280K Buy
+2,104
New +$251K 0.22% 90

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

Lantern Wealth Advisors's PSX Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Phillips 66 (PSX) stake by 6.3% in Q2 2026, selling an estimated $30.1K and leaving 2,588 shares worth $438K. The position accounts for 0.2% of the portfolio, ranked #114.

Lantern Wealth Advisors first reported a position in PSX in Q4 2023 and has held it in 10 quarters since. The position peaked at $503K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Lantern Wealth Advisors held 2,588 shares of Phillips 66 worth $438K as of Q2 2026.
  • Lantern Wealth Advisors sold 175 Phillips 66 shares in Q2 2026, an estimated $30.1K.
  • Phillips 66 made up 0.2% of Lantern Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Lantern Wealth Advisors first reported a position in Phillips 66 in Q4 2023 and has held it in 10 quarters since.
  • Lantern Wealth Advisors's Phillips 66 position peaked at $503K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.