LGA
PSX icon

Lebenthal Global Advisors’s Phillips 66 PSX Stock Holding History

Lebenthal Global 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 		$1.58M Buy
9,367
+408
+5% +$70.2K 0.21% 77
2026
Q1 		$1.63M Buy
8,959
+702
+9% +$110K 0.24% 70
2025
Q4 		$1.07M Buy
8,257
+509
+7% +$68.5K 0.16% 94
2025
Q3 		$1.05M Buy
7,748
+473
+7% +$60.6K 0.18% 86
2025
Q2 		$868K Sell
7,275
-819
-10% -$91.8K 0.16% 93
2025
Q1 		$999K Buy
8,094
+121
+2% +$14.9K 0.19% 74
2024
Q4 		$908K Buy
7,973
+4,160
+109% +$529K 0.17% 91
2024
Q3 		$501K Buy
3,813
+446
+13% +$60.2K 0.1% 122
2024
Q2 		$475K Buy
3,367
+520
+18% +$77K 0.1% 117
2024
Q1 		$465K Sell
2,847
-33
-1% -$4.76K 0.1% 125
2023
Q4 		$383K Buy
+2,880
New +$344K 0.09% 132

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

Lebenthal Global Advisors's PSX Position: Q2 2026 in Review

Lebenthal Global Advisors increased its Phillips 66 (PSX) stake by 4.6% in Q2 2026, buying an estimated $70.2K and bringing the position to 9,367 shares worth $1.58M. The position accounts for 0.21% of the portfolio, ranked #77.

Lebenthal Global Advisors first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.63M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Lebenthal Global Advisors held 9,367 shares of Phillips 66 worth $1.58M as of Q2 2026.
  • Lebenthal Global Advisors bought 408 Phillips 66 shares in Q2 2026, an estimated $70.2K.
  • Phillips 66 made up 0.21% of Lebenthal Global Advisors's portfolio in Q2 2026, its #77 holding.
  • Lebenthal Global Advisors first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Lebenthal Global Advisors's Phillips 66 position peaked at $1.63M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.