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LMR Partners’s Phillips 66 PSX Stock Holding History

LMR 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
2026
Q1 		– Sell
-5,700
Closed -$736K – 1785
2025
Q4 		$736K Hold
5,700
– – ﹤0.01% 1054
2025
Q3 		$775K Hold
5,700
– – ﹤0.01% 1007
2025
Q2 		$680K Hold
5,700
– – ﹤0.01% 880
2025
Q1 		$704K Sell
5,700
-9,600
-63% -$1.18M 0.01% 853
2024
Q4 		$1.74M Hold
15,300
– – 0.01% 634
2024
Q3 		$2.01M Hold
15,300
– – 0.02% 608
2024
Q2 		$2.16M Hold
15,300
– – 0.02% 531
2024
Q1 		$2.5M Hold
15,300
– – 0.03% 505
2023
Q4 		$2.04M Sell
15,300
-147,800
-91% -$17.7M 0.02% 471
2023
Q3 		$19.6M Buy
+163,100
New +$18.3M 0.22% 115

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

LMR Partners's PSX Position: Q2 2026 in Review

LMR Partners sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 2,884 shares — an estimated $525K sold.

LMR Partners first reported a position in PSX in Q2 2014 and held it in 22 quarters. The position peaked at $22.9M in Q3 2015. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • LMR Partners reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • LMR Partners sold 2,884 Phillips 66 shares in Q2 2026, an estimated $525K.
  • LMR Partners first reported a position in Phillips 66 in Q2 2014 and held it in 22 quarters.
  • LMR Partners's Phillips 66 position peaked at $22.9M in Q3 2015.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.