Live Oak Private Wealth
PSX icon

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
Q3 		$545K Sell
2,134
-120
-5% -$27.4K 0.07% 135
2026
Q2 		$381K Hold
2,254
– – 0.05% 161
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Live Oak Private Wealth's PSX Position: Q3 2026 in Review

Live Oak Private Wealth reduced its Phillips 66 (PSX) stake by 5.3% in Q3 2026, selling an estimated $27.4K and leaving 2,134 shares worth $545K. The position accounts for 0.07% of the portfolio, ranked #135.

Live Oak Private Wealth first reported a position in PSX in Q3 2025 and has held it in 5 quarters since. 1,439 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Live Oak Private Wealth held 2,134 shares of Phillips 66 worth $545K as of Q3 2026.
  • Live Oak Private Wealth sold 120 Phillips 66 shares in Q3 2026, an estimated $27.4K.
  • Phillips 66 made up 0.07% of Live Oak Private Wealth's portfolio in Q3 2026, its #135 holding.
  • Live Oak Private Wealth first reported a position in Phillips 66 in Q3 2025 and has held it in 5 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.