LPL Financial
PSX icon

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
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

LPL Financial's PSX Position: Q2 2026 in Review

LPL Financial reduced its Phillips 66 (PSX) stake by 1.3% in Q2 2026, selling an estimated $1.99M and leaving 876,262 shares worth $148M. The position accounts for 0.03% of the portfolio, ranked #494.

LPL Financial first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $162M in Q1 2026. 2,103 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • LPL Financial held 876,262 shares of Phillips 66 worth $148M as of Q2 2026.
  • LPL Financial sold 11,535 Phillips 66 shares in Q2 2026, an estimated $1.99M.
  • Phillips 66 made up 0.03% of LPL Financial's portfolio in Q2 2026, its #494 holding.
  • LPL Financial first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Phillips 66 position peaked at $162M in Q1 2026.
  • 2,103 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.