LPL Financial’s Phillips 66 PSX Stock Holding History

LPL Financial’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 Q3	–	Sell	-15,000	Closed	-$1.79M	–	5954
2025 Q2	$1.79M	Buy	+15,000	New	+$1.68M	﹤0.01%	3226

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

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.