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Live Oak Private Wealth’s Phillips 66 PSX Stock Holding History

Live Oak Private Wealth’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 		$411K Buy
2,254
+263
+13% +$41.2K 0.06% 147
2025
Q4 		$257K Hold
1,991
– – 0.04% 176
2025
Q3 		$271K Buy
+1,991
New +$255K 0.04% 166

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

Live Oak Private Wealth's PSX Position: Q1 2026 in Review

Live Oak Private Wealth increased its Phillips 66 (PSX) stake by 13% in Q1 2026, buying an estimated $41.2K and bringing the position to 2,254 shares worth $411K. The position accounts for 0.06% of the portfolio, ranked #147.

Live Oak Private Wealth first reported a position in PSX in Q3 2025 and has held it in 3 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Live Oak Private Wealth held 2,254 shares of Phillips 66 worth $411K as of Q1 2026.
  • Live Oak Private Wealth bought 263 Phillips 66 shares in Q1 2026, an estimated $41.2K.
  • Phillips 66 made up 0.06% of Live Oak Private Wealth's portfolio in Q1 2026, its #147 holding.
  • Live Oak Private Wealth first reported a position in Phillips 66 in Q3 2025 and has held it in 3 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.