Lifeworks Advisors’s Phillips 66 PSX Stock Holding History

Lifeworks 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
2025 Q3	–	Sell	-2,079	Closed	-$248K	–	339
2025 Q2	$248K	Buy	2,079 +267	+15%	+$29.9K	0.04%	276
2025 Q1	$224K	Buy	+1,812	New	+$223K	0.04%	283

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lifeworks Advisors's PSX Position: Q3 2025 in Review

Lifeworks Advisors sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 2,079 shares — an estimated $248K sold.

Lifeworks Advisors first reported a position in PSX in Q1 2025 and held it in 2 quarters. The position peaked at $248K in Q2 2025. 1,835 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

Lifeworks Advisors reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
Lifeworks Advisors sold 2,079 Phillips 66 shares in Q3 2025, an estimated $248K.
Lifeworks Advisors first reported a position in Phillips 66 in Q1 2025 and held it in 2 quarters.
Lifeworks Advisors's Phillips 66 position peaked at $248K in Q2 2025.
1,835 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Lifeworks Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.