Lighthouse Investment Partners’s Phillips 66 PSX Stock Holding History

Lighthouse Investment Partners’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	$2.55M	Sell	15,097 -52,403	-78%	-$9.02M	0.07%	326
2026 Q1	$12.3M	Sell	67,500 -894	-1%	-$140K	0.43%	59
2025 Q4	$8.83M	Buy	68,394 +56,461	+473%	+$7.6M	0.26%	110
2025 Q3	$1.62M	Buy	+11,933	New	+$1.53M	0.05%	367
2025 Q2	–	Sell	-20,000	Closed	-$2.47M	–	668
2025 Q1	$2.47M	Buy	20,000 +15,820	+378%	+$1.95M	0.1%	239
2024 Q4	$476K	Buy	+4,180	New	+$532K	0.02%	430

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 $3.38T AUM 44.17% 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

Lighthouse Investment Partners's PSX Position: Q2 2026 in Review

Lighthouse Investment Partners reduced its Phillips 66 (PSX) stake by 78% in Q2 2026, selling an estimated $9.02M and leaving 15,097 shares worth $2.55M. The position accounts for 0.07% of the portfolio, ranked #326.

Lighthouse Investment Partners first reported a position in PSX in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.3M in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Lighthouse Investment Partners held 15,097 shares of Phillips 66 worth $2.55M as of Q2 2026.
Lighthouse Investment Partners sold 52,403 Phillips 66 shares in Q2 2026, an estimated $9.02M.
Phillips 66 made up 0.07% of Lighthouse Investment Partners's portfolio in Q2 2026, its #326 holding.
Lighthouse Investment Partners first reported a position in Phillips 66 in Q4 2024 and has held it in 6 quarters since.
Lighthouse Investment Partners's Phillips 66 position peaked at $12.3M in Q1 2026.
2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.