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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Lighthouse Investment Partners's PSX Position: Q1 2026 in Review

Lighthouse Investment Partners reduced its Phillips 66 (PSX) stake by 1.3% in Q1 2026, selling an estimated $140K and leaving 67,500 shares worth $12.3M. The position accounts for 0.43% of the portfolio, ranked #59.

Lighthouse Investment Partners first reported a position in PSX in Q4 2024 and has held it in 5 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Lighthouse Investment Partners held 67,500 shares of Phillips 66 worth $12.3M as of Q1 2026.
Lighthouse Investment Partners sold 894 Phillips 66 shares in Q1 2026, an estimated $140K.
Phillips 66 made up 0.43% of Lighthouse Investment Partners's portfolio in Q1 2026, its #59 holding.
Lighthouse Investment Partners first reported a position in Phillips 66 in Q4 2024 and has held it in 5 quarters since.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.