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Limestone Investment Advisors’s Phillips 66 PSX Stock Holding History

Limestone Investment 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
Q1 		– Sell
-4,500
Closed -$581K – 521
2025
Q4 		$581K Sell
4,500
-400
-8% -$53.8K 0.06% 216
2025
Q3 		$666K Sell
4,900
-1,800
-27% -$231K 0.05% 240
2025
Q2 		$799K Buy
+6,700
New +$751K 0.07% 201

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Limestone Investment Advisors's PSX Position: Q1 2026 in Review

Limestone Investment Advisors sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 2,450 shares — an estimated $316K sold.

Limestone Investment Advisors first reported a position in PSX in Q4 2025 and held it in 1 quarter. The position peaked at $316K in Q4 2025. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Limestone Investment Advisors reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Limestone Investment Advisors sold 2,450 Phillips 66 shares in Q1 2026, an estimated $316K.
  • Limestone Investment Advisors first reported a position in Phillips 66 in Q4 2025 and held it in 1 quarter.
  • Limestone Investment Advisors's Phillips 66 position peaked at $316K in Q4 2025.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.