LWP
PSX icon

LMG Wealth Partners’s Phillips 66 PSX Stock Holding History

LMG Wealth Partners’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
Q4 		– Sell
-1,505
Closed -$205K – 157
2025
Q3 		$205K Buy
+1,505
New +$193K 0.04% 149
2024
Q3 		– Sell
-1,511
Closed -$213K – 127
2024
Q2 		$213K Hold
1,511
– – 0.05% 116
2024
Q1 		$247K Hold
1,511
– – 0.06% 111
2023
Q4 		$201K Buy
+1,511
New +$181K 0.06% 104

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LMG Wealth Partners's PSX Position: Q4 2025 in Review

LMG Wealth Partners sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 1,505 shares — an estimated $205K sold.

LMG Wealth Partners first reported a position in PSX in Q4 2023 and held it in 4 quarters. The position peaked at $247K in Q1 2024. 1,902 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • LMG Wealth Partners reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
  • LMG Wealth Partners sold 1,505 Phillips 66 shares in Q4 2025, an estimated $205K.
  • LMG Wealth Partners first reported a position in Phillips 66 in Q4 2023 and held it in 4 quarters.
  • LMG Wealth Partners's Phillips 66 position peaked at $247K in Q1 2024.
  • 1,902 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on LMG Wealth Partners's 13F filing for Q4 2025, filed 2 Feb 2026.