LPL Financial’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $162M | Sell |
887,797
-6,646
| -0.7% | -$1.04M | 0.04% | 408 |
|
|
2025
Q4 | $115M | Sell |
894,443
-371
| -0% | -$49.9K | 0.03% | 493 |
|
|
2025
Q3 | $122M | Sell |
894,814
-2,427
| -0.3% | -$311K | 0.04% | 458 |
|
|
2025
Q2 | $107M | Buy |
897,241
+35,469
| +4% | +$3.97M | 0.04% | 459 |
|
|
2025
Q1 | $106M | Buy |
861,772
+127,288
| +17% | +$15.7M | 0.04% | 402 |
|
|
2024
Q4 | $83.7M | Buy |
734,484
+67,993
| +10% | +$8.65M | 0.03% | 453 |
|
|
2024
Q3 | $87.6M | Buy |
666,491
+2,447
| +0.4% | +$330K | 0.04% | 421 |
|
|
2024
Q2 | $93.7M | Buy |
664,044
+16,619
| +3% | +$2.46M | 0.05% | 353 |
|
|
2024
Q1 | $106M | Buy |
647,425
+5,891
| +0.9% | +$849K | 0.06% | 303 |
|
|
2023
Q4 | $85.4M | Buy |
641,534
+57,612
| +10% | +$6.89M | 0.05% | 327 |
|
|
2023
Q3 | $70.2M | Sell |
583,922
-7,566
| -1% | -$849K | 0.05% | 342 |
|
|
2023
Q2 | $56.4M | Sell |
591,488
-4,464
| -0.7% | -$434K | 0.04% | 401 |
|
|
2023
Q1 | $60.4M | Buy |
595,952
+118,523
| +25% | +$12.1M | 0.05% | 368 |
|
|
2022
Q4 | $49.7M | Buy |
477,429
+52,731
| +12% | +$5.39M | 0.04% | 398 |
|
|
2022
Q3 | $34.3M | Buy |
424,698
+33,640
| +9% | +$2.87M | 0.03% | 450 |
|
|
2022
Q2 | $32.1M | Buy |
391,058
+82,414
| +27% | +$7.62M | 0.03% | 468 |
|
|
2022
Q1 | $26.7M | Buy |
308,644
+13,508
| +5% | +$1.14M | 0.02% | 554 |
|
|
2021
Q4 | $21.4M | Buy |
295,136
+32,583
| +12% | +$2.46M | 0.02% | 646 |
|
|
2021
Q3 | $18.4M | Sell |
262,553
-45
| -0% | -$3.26K | 0.02% | 660 |
|
|
2021
Q2 | $22.5M | Buy |
262,598
+17,598
| +7% | +$1.49M | 0.02% | 550 |
|
|
2021
Q1 | $20M | Buy |
245,000
+13,064
| +6% | +$1.03M | 0.02% | 549 |
|
|
2020
Q4 | $16.2M | Buy |
231,936
+3,812
| +2% | +$224K | 0.02% | 549 |
|
|
2020
Q3 | $11.8M | Sell |
228,124
-36,078
| -14% | -$2.2M | 0.02% | 573 |
|
|
2020
Q2 | $19M | Buy |
264,202
+14,800
| +6% | +$1.05M | 0.03% | 388 |
|
|
2020
Q1 | $13.4M | Buy |
249,402
+25,170
| +11% | +$2.05M | 0.03% | 415 |
|
|
2019
Q4 | $25M | Buy |
224,232
+7,456
| +3% | +$838K | 0.05% | 308 |
|
|
2019
Q3 | $22.2M | Buy |
216,776
+3,828
| +2% | +$384K | 0.05% | 308 |
|
|
2019
Q2 | $19.9M | Buy |
212,948
+20,110
| +10% | +$1.8M | 0.04% | 325 |
|
|
2019
Q1 | $18.4M | Buy |
192,838
+3,897
| +2% | +$370K | 0.04% | 330 |
|
|
2018
Q4 | $16.3M | Buy |
188,941
+13,599
| +8% | +$1.33M | 0.04% | 317 |
|
|
2018
Q3 | $19.8M | Sell |
175,342
-890
| -0.5% | -$103K | 0.05% | 297 |
|
|
2018
Q2 | $19.8M | Buy |
176,232
+4,355
| +3% | +$490K | 0.05% | 289 |
|
|
2018
Q1 | $16.5M | Buy |
171,877
+35,156
| +26% | +$3.42M | 0.05% | 313 |
|
|
2017
Q4 | $13.8M | Buy |
136,721
+3,125
| +2% | +$297K | 0.04% | 335 |
|
|
2017
Q3 | $12.2M | Buy |
133,596
+7,027
| +6% | +$595K | 0.04% | 327 |
|
|
2017
Q2 | $10.5M | Buy |
126,569
+112,275
| +785% | +$8.81M | 0.04% | 351 |
|
|
2017
Q1 | $1.12M | Buy |
14,294
+3,728
| +35% | +$300K | 0.01% | 1187 |
|
|
2016
Q4 | $917K | Sell |
10,566
-9,684
| -48% | -$805K | 0.01% | 1273 |
|
|
2016
Q3 | $1.62M | Buy |
20,250
+9,282
| +85% | +$721K | 0.02% | 878 |
|
|
2016
Q2 | $838K | Sell |
10,968
-199,000
| -95% | -$16.3M | 0.01% | 1292 |
|
|
2016
Q1 | $17.8M | Buy |
209,968
+7,787
| +4% | +$633K | 0.05% | 296 |
|
|
2015
Q4 | $16.4M | Buy |
202,181
+105,990
| +110% | +$9.15M | 0.05% | 320 |
|
|
2015
Q3 | $7.87M | Buy |
96,191
+1,935
| +2% | +$154K | 0.04% | 333 |
|
|
2015
Q2 | $7.69M | Sell |
94,256
-3,416
| -3% | -$271K | 0.04% | 381 |
|
|
2015
Q1 | $7.81M | Buy |
97,672
+3,864
| +4% | +$284K | 0.04% | 364 |
|
|
2014
Q4 | $6.73M | Buy |
93,808
+5,644
| +6% | +$416K | 0.04% | 386 |
|
|
2014
Q3 | $7.02M | Sell |
88,164
-4,781
| -5% | -$398K | 0.04% | 353 |
|
|
2014
Q2 | $7.48M | Sell |
92,945
-173
| -0.2% | -$14.3K | 0.04% | 347 |
|
|
2014
Q1 | $7.18M | Sell |
93,118
-2,399
| -3% | -$183K | 0.04% | 344 |
|
|
2013
Q4 | $7.37M | Buy |
95,517
+3,079
| +3% | +$205K | 0.05% | 335 |
|
|
2013
Q3 | $5.59M | Buy |
92,438
+5,208
| +6% | +$302K | 0.04% | 381 |
|
|
2013
Q2 | $5.14M | Buy |
+87,230
| New | +$5.48M | 0.04% | 371 |
|
Other funds holding PSX
VCM
VPM
EIM
LPL Financial's PSX Position: Q1 2026 in Review
LPL Financial reduced its Phillips 66 (PSX) stake by 0.74% in Q1 2026, selling an estimated $1.04M and leaving 887,797 shares worth $162M. The position accounts for 0.04% of the portfolio, ranked #408.
LPL Financial first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- LPL Financial held 887,797 shares of Phillips 66 worth $162M as of Q1 2026.
- LPL Financial sold 6,646 Phillips 66 shares in Q1 2026, an estimated $1.04M.
- Phillips 66 made up 0.04% of LPL Financial's portfolio in Q1 2026, its #408 holding.
- LPL Financial first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.