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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LMR Partners's PSX Position: Q1 2026 in Review

LMR Partners reduced its Phillips 66 (PSX) stake by 96% in Q1 2026, selling an estimated $12.5M and leaving 2,884 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

LMR Partners first reported a position in PSX in Q2 2014 and has held it in 22 quarters since. The position peaked at $22.9M in Q3 2015. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

LMR Partners held 2,884 shares of Phillips 66 worth $525K as of Q1 2026.
LMR Partners sold 79,469 Phillips 66 shares in Q1 2026, an estimated $12.5M.
Phillips 66 made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #1078 holding.
LMR Partners first reported a position in Phillips 66 in Q2 2014 and has held it in 22 quarters since.
LMR Partners's Phillips 66 position peaked at $22.9M in Q3 2015.
2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.