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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
Q2 		$10.2M Buy
60,493
+1
+0% +$172 0.1% 178
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 $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

LBP AM's PSX Position: Q2 2026 in Review

LBP AM increased its Phillips 66 (PSX) stake by 0% in Q2 2026, buying an estimated $172 and bringing the position to 60,493 shares worth $10.2M. The position accounts for 0.1% of the portfolio, ranked #178.

LBP AM first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $11M in Q1 2026. 2,103 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • LBP AM held 60,493 shares of Phillips 66 worth $10.2M as of Q2 2026.
  • LBP AM bought 1 Phillips 66 share in Q2 2026, an estimated $172.
  • Phillips 66 made up 0.1% of LBP AM's portfolio in Q2 2026, its #178 holding.
  • LBP AM first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • LBP AM's Phillips 66 position peaked at $11M in Q1 2026.
  • 2,103 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.