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Lindbrook Capital’s Phillips 66 PSX Stock Holding History

Lindbrook Capital’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
Q1 		$429K Buy
3,478
+178
+5% +$21.9K 0.04% 249
2024
Q4 		$376K Sell
3,300
-124
-4% -$15.8K 0.03% 267
2024
Q3 		$450K Sell
3,424
-233
-6% -$31.5K 0.04% 236
2024
Q2 		$516K Buy
3,657
+107
+3% +$15.8K 0.05% 203
2024
Q1 		$580K Buy
3,550
+59
+2% +$8.5K 0.05% 192
2023
Q4 		$465K Buy
3,491
+332
+11% +$39.7K 0.05% 212
2023
Q3 		$380K Buy
3,159
+435
+16% +$48.8K 0.04% 216
2023
Q2 		$260K Buy
2,724
+91
+3% +$8.85K 0.03% 269
2023
Q1 		$267K Sell
2,633
-1,291
-33% -$131K 0.03% 256
2022
Q4 		$408K Buy
3,924
+920
+31% +$94.1K 0.05% 204
2022
Q3 		$242K Buy
3,004
+784
+35% +$66.8K 0.04% 241
2022
Q2 		$182K Sell
2,220
-694
-24% -$64.2K 0.03% 303
2022
Q1 		$252K Buy
2,914
+26
+0.9% +$2.19K 0.04% 245
2021
Q4 		$209K Buy
2,888
+218
+8% +$16.5K 0.03% 292
2021
Q3 		$187K Buy
2,670
+3
+0.1% +$217 0.05% 161
2021
Q2 		$229K Buy
2,667
+15
+0.6% +$1.27K 0.05% 147
2021
Q1 		$216K Buy
2,652
+67
+3% +$5.26K 0.05% 145
2020
Q4 		$181K Buy
2,585
+8
+0.3% +$470 0.04% 154
2020
Q3 		$134K Sell
2,577
-27
-1% -$1.65K 0.04% 163
2020
Q2 		$187K Sell
2,604
-20
-0.8% -$1.42K 0.06% 126
2020
Q1 		$141K Buy
2,624
+1,390
+113% +$113K 0.05% 142
2019
Q4 		$137K Hold
1,234
– – 0.05% 198
2019
Q3 		$126K Buy
1,234
+52
+4% +$5.21K 0.05% 193
2019
Q2 		$110K Buy
1,182
+61
+5% +$5.47K 0.04% 214
2019
Q1 		$106K Hold
1,121
– – 0.04% 214
2018
Q4 		$96K Buy
+1,121
New +$110K 0.05% 204

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lindbrook Capital's PSX Position: Q1 2025 in Review

Lindbrook Capital increased its Phillips 66 (PSX) stake by 5.4% in Q1 2025, buying an estimated $21.9K and bringing the position to 3,478 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #249.

Lindbrook Capital first reported a position in PSX in Q4 2018 and has held it in 26 quarters since. The position peaked at $580K in Q1 2024. 1,792 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Lindbrook Capital held 3,478 shares of Phillips 66 worth $429K as of Q1 2025.
  • Lindbrook Capital bought 178 Phillips 66 shares in Q1 2025, an estimated $21.9K.
  • Phillips 66 made up 0.04% of Lindbrook Capital's portfolio in Q1 2025, its #249 holding.
  • Lindbrook Capital first reported a position in Phillips 66 in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Phillips 66 position peaked at $580K in Q1 2024.
  • 1,792 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.