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LBP AM’s Phillips 66 PSX Stock Holding History

LBP AM’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
Q1 		$11M Buy
60,492
+4,112
+7% +$644K 0.15% 141
2025
Q4 		$7.28M Buy
56,380
+39,690
+238% +$5.34M 0.08% 199
2025
Q3 		$2.27M Sell
16,690
-281
-2% -$36K 0.03% 280
2025
Q2 		$2.02M Sell
16,971
-66,285
-80% -$7.43M 0.03% 272
2025
Q1 		$10.3M Buy
83,256
+14,333
+21% +$1.77M 0.16% 120
2024
Q4 		$7.85M Buy
68,923
+47,242
+218% +$6.01M 0.11% 156
2024
Q3 		$2.85M Sell
21,681
-6,748
-24% -$911K 0.04% 220
2024
Q2 		$4.01M Sell
28,429
-11,853
-29% -$1.75M 0.16% 120
2024
Q1 		$6.58M Sell
40,282
-32,293
-44% -$4.65M 0.26% 97
2023
Q4 		$9.66M Sell
72,575
-8,679
-11% -$1.04M 0.21% 117
2023
Q3 		$9.76M Buy
+81,254
New +$9.12M 0.22% 118

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LBP AM's PSX Position: Q1 2026 in Review

LBP AM increased its Phillips 66 (PSX) stake by 7.3% in Q1 2026, buying an estimated $644K and bringing the position to 60,492 shares worth $11M. The position accounts for 0.15% of the portfolio, ranked #141.

LBP AM first reported a position in PSX in Q3 2023 and has held it in 11 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • LBP AM held 60,492 shares of Phillips 66 worth $11M as of Q1 2026.
  • LBP AM bought 4,112 Phillips 66 shares in Q1 2026, an estimated $644K.
  • Phillips 66 made up 0.15% of LBP AM's portfolio in Q1 2026, its #141 holding.
  • LBP AM first reported a position in Phillips 66 in Q3 2023 and has held it in 11 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.