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LBMC Investment Advisors’s Phillips 66 PSX Stock Holding History

LBMC Investment 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 		$311K Sell
1,840
-699
-28% -$120K 0.02% 197
2026
Q1 		$463K Buy
2,539
+65
+3% +$10.2K 0.03% 154
2025
Q4 		$319K Buy
2,474
+1
+0% +$135 0.02% 181
2025
Q3 		$336K Sell
2,473
-16
-0.6% -$2.05K 0.02% 182
2025
Q2 		$297K Buy
2,489
+1
+0% +$112 0.02% 171
2025
Q1 		$307K Buy
2,488
+103
+4% +$12.7K 0.02% 158
2024
Q4 		$272K Buy
2,385
+1
+0% +$127 0.02% 166
2024
Q3 		$313K Buy
2,384
+1
+0% +$135 0.02% 148
2024
Q2 		$336K Buy
2,383
+1
+0% +$148 0.03% 130
2024
Q1 		$389K Sell
2,382
-377
-14% -$54.3K 0.03% 117
2023
Q4 		$367K Buy
2,759
+1
+0% +$120 0.03% 110
2023
Q3 		$319K Buy
2,758
+1
+0% +$112 0.03% 117
2023
Q2 		$263K Buy
2,757
+1
+0% +$97 0.03% 134
2023
Q1 		$279K Buy
2,756
+1
+0% +$102 0.03% 130
2022
Q4 		$287K Buy
2,755
+1
+0% +$102 0.03% 123
2022
Q3 		$222K Buy
2,754
+1
+0% +$85 0.03% 139
2022
Q2 		$226K Buy
2,753
+1
+0% +$93 0.02% 140
2022
Q1 		$238K Buy
+2,752
New +$232K 0.02% 141
2021
Q3 		– Sell
-2,749
Closed -$236K – 169
2021
Q2 		$236K Buy
+2,749
New +$232K 0.02% 150
2020
Q1 		– Sell
-2,042
Closed -$227K – 101
2019
Q4 		$227K Buy
2,042
+1
+0% +$112 0.03% 91
2019
Q3 		$209K Buy
+2,041
New +$205K 0.03% 93
2019
Q1 		– Sell
-2,373
Closed -$204K – 101
2018
Q4 		$204K Sell
2,373
-238
-9% -$23.3K 0.04% 89
2018
Q3 		$294K Buy
2,611
+2
+0.1% +$231 0.05% 81
2018
Q2 		$293K Buy
+2,609
New +$293K 0.05% 79

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

LBMC Investment Advisors's PSX Position: Q2 2026 in Review

LBMC Investment Advisors reduced its Phillips 66 (PSX) stake by 28% in Q2 2026, selling an estimated $120K and leaving 1,840 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #197.

LBMC Investment Advisors first reported a position in PSX in Q2 2018 and has held it in 24 quarters since. The position peaked at $463K in Q1 2026. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • LBMC Investment Advisors held 1,840 shares of Phillips 66 worth $311K as of Q2 2026.
  • LBMC Investment Advisors sold 699 Phillips 66 shares in Q2 2026, an estimated $120K.
  • Phillips 66 made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #197 holding.
  • LBMC Investment Advisors first reported a position in Phillips 66 in Q2 2018 and has held it in 24 quarters since.
  • LBMC Investment Advisors's Phillips 66 position peaked at $463K in Q1 2026.
  • 2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.