LexAurum Advisors’s Phillips 66 PSX Stock Holding History

LexAurum 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	$583K	Buy	3,451 +8	+0.2%	+$1.38K	0.07%	222
2026 Q1	$627K	Buy	+3,443	New	+$540K	0.08%	189
2025 Q3	$455K	Sell	3,343 -2,995	-47%	-$384K	0.06%	218
2025 Q2	$756K	Buy	6,338 +3,000	+90%	+$336K	0.12%	145
2025 Q1	$412K	Sell	3,338 -1	-0%	-$123	0.08%	220
2024 Q4	$380K	Buy	+3,339	New	+$425K	0.08%	223
2024 Q1	–	Sell	-26,585	Closed	-$3.54M	–	314
2023 Q4	$3.54M	Sell	26,585 -100	-0.4%	-$12K	0.93%	26
2023 Q3	$3.21M	Buy	26,685 +375	+1%	+$42.1K	0.94%	26
2023 Q2	$2.51M	Sell	26,310 -766	-3%	-$74.5K	0.76%	28
2023 Q1	$2.74M	Hold	27,076	–	–	0.91%	25
2022 Q4	$2.82M	Buy	27,076 +5,217	+24%	+$534K	1.01%	22
2022 Q3	$1.76M	Hold	21,859	–	–	0.68%	32
2022 Q2	$1.79M	Sell	21,859 -6,500	-23%	-$601K	0.67%	32
2022 Q1	$2.45M	Buy	+28,359	New	+$2.39M	0.8%	27
2020 Q1	–	Sell	-2,029	Closed	-$226K	–	232
2019 Q4	$226K	Hold	2,029	–	–	0.11%	183
2019 Q3	$208K	Buy	+2,029	New	+$203K	0.12%	173
2018 Q4	–	Sell	-2,029	Closed	-$229K	–	166
2018 Q3	$229K	Buy	+2,029	New	+$235K	0.16%	128

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LexAurum Advisors's PSX Position: Q2 2026 in Review

LexAurum Advisors increased its Phillips 66 (PSX) stake by 0.23% in Q2 2026, buying an estimated $1.38K and bringing the position to 3,451 shares worth $583K. The position accounts for 0.07% of the portfolio, ranked #222.

LexAurum Advisors first reported a position in PSX in Q3 2018 and has held it in 17 quarters since. The position peaked at $3.54M in Q4 2023. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

LexAurum Advisors held 3,451 shares of Phillips 66 worth $583K as of Q2 2026.
LexAurum Advisors bought 8 Phillips 66 shares in Q2 2026, an estimated $1.38K.
Phillips 66 made up 0.07% of LexAurum Advisors's portfolio in Q2 2026, its #222 holding.
LexAurum Advisors first reported a position in Phillips 66 in Q3 2018 and has held it in 17 quarters since.
LexAurum Advisors's Phillips 66 position peaked at $3.54M in Q4 2023.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.