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LM Advisors’s Phillips 66 PSX Stock Holding History

LM 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
Q2 		$295K Buy
1,742
+1,425
+450% +$245K 0.03% 195
2026
Q1 		$1.74K Buy
317
+92
+41% +$14.4K 0.03% 189
2025
Q4 		$1.74K Sell
225
-1,512
-87% -$204K 0.03% 188
2025
Q3 		$236K Hold
1,737
– – 0.03% 192
2025
Q2 		$207K Sell
1,737
-12
-0.7% -$1.34K 0.03% 183
2025
Q1 		$216K Sell
1,749
-251
-13% -$30.9K 0.04% 206
2024
Q4 		$228K Hold
2,000
– – 0.04% 180
2024
Q3 		$263K Hold
2,000
– – 0.05% 152
2024
Q2 		$282K Sell
2,000
-7
-0.3% -$1.04K ﹤0.01% 160
2024
Q1 		$328K Hold
2,007
– – 0.05% 171
2023
Q4 		$267K Buy
+2,007
New +$240K 0.05% 166

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LM Advisors's PSX Position: Q2 2026 in Review

LM Advisors increased its Phillips 66 (PSX) stake by 450% in Q2 2026, buying an estimated $245K and bringing the position to 1,742 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #195.

LM Advisors first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $328K in Q1 2024. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • LM Advisors held 1,742 shares of Phillips 66 worth $295K as of Q2 2026.
  • LM Advisors bought 1,425 Phillips 66 shares in Q2 2026, an estimated $245K.
  • Phillips 66 made up 0.03% of LM Advisors's portfolio in Q2 2026, its #195 holding.
  • LM Advisors first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Phillips 66 position peaked at $328K in Q1 2024.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.