LGT Financial Advisors’s Phillips 66 PSX Stock Holding History

LGT Financial 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	$19K	Hold	112	–	–	0.1%	102
2026 Q1	$20.3K	Buy	112 +1	+0.9%	+$157	0.1%	104
2025 Q4	$14.3K	Buy	111 +1	+0.9%	+$135	0.09%	116
2025 Q3	$14.9K	Sell	110 -2	-2%	-$256	0.03%	206
2025 Q2	$13.3K	Buy	112 +4	+4%	+$448	0.03%	187
2025 Q1	$13.3K	Buy	108 +1	+0.9%	+$123	0.04%	167
2024 Q4	$12.1K	Buy	107 +1	+0.9%	+$127	0.03%	404
2024 Q3	$13.9K	Buy	106 +1	+1%	+$135	0.03%	356
2024 Q2	$14.8K	Buy	105 +1	+1%	+$148	0.03%	379
2024 Q1	$17K	Hold	104	–	–	0.02%	391
2023 Q4	$13.8K	Hold	104	–	–	0.02%	420
2023 Q3	$12.5K	Buy	+104	New	+$11.7K	0.02%	439

Other funds holding PSX

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

LGT Financial Advisors's PSX Position: Q2 2026 in Review

LGT Financial Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 112 shares worth $19K. The position accounts for 0.1% of the portfolio, ranked #102.

LGT Financial Advisors first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.3K in Q1 2026. 1,048 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

LGT Financial Advisors held 112 shares of Phillips 66 worth $19K as of Q2 2026.
LGT Financial Advisors left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.1% of LGT Financial Advisors's portfolio in Q2 2026, its #102 holding.
LGT Financial Advisors first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
LGT Financial Advisors's Phillips 66 position peaked at $20.3K in Q1 2026.
1,048 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.