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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
-6,500
Closed -$839K – 1786
2025
Q4 		$839K Hold
6,500
– – ﹤0.01% 1030
2025
Q3 		$884K Hold
6,500
– – ﹤0.01% 973
2025
Q2 		$775K Sell
6,500
-900
-12% -$101K 0.01% 851
2025
Q1 		$914K Sell
7,400
-7,100
-49% -$875K 0.01% 803
2024
Q4 		$1.65M Sell
14,500
-1,200
-8% -$153K 0.01% 649
2024
Q3 		$2.06M Hold
15,700
– – 0.02% 597
2024
Q2 		$2.22M Hold
15,700
– – 0.02% 525
2024
Q1 		$2.56M Hold
15,700
– – 0.03% 499
2023
Q4 		$2.09M Buy
+15,700
New +$1.88M 0.02% 462

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
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.