LVW Advisors
PSX icon

LVW Advisors’s Phillips 66 PSX Stock Holding History

LVW Advisors’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
Q3 		$620K Buy
2,428
+495
+26% +$113K 0.05% 217
2026
Q2 		$327K Sell
1,933
-210
-10% -$36.1K 0.03% 331
2026
Q1 		$390K Buy
+2,143
New +$336K 0.04% 263
2024
Q3 		– Sell
-1,899
Closed -$268K – 316
2024
Q2 		$268K Sell
1,899
-9
-0.5% -$1.33K 0.04% 245
2024
Q1 		$312K Buy
1,908
+303
+19% +$43.7K 0.05% 225
2023
Q4 		$214K Buy
+1,605
New +$192K 0.04% 242
2018
Q4 		– Sell
-1,883
Closed -$212K – 165
2018
Q3 		$212K Sell
1,883
-167
-8% -$19.3K 0.06% 153
2018
Q2 		$230K Sell
2,050
-63
-3% -$7.08K 0.07% 132
2018
Q1 		$203K Buy
2,113
+58
+3% +$5.65K 0.06% 137
2017
Q4 		$208K Buy
+2,055
New +$195K 0.06% 135
2016
Q2 		– Sell
-3,049
Closed -$264K – 146
2016
Q1 		$264K Buy
3,049
+10
+0.3% +$813 0.08% 123
2015
Q4 		$249K Sell
3,039
-309
-9% -$26.7K 0.1% 123
2015
Q3 		$257K Sell
3,348
-89
-3% -$7.07K 0.12% 116
2015
Q2 		$277K Sell
3,437
-124
-3% -$9.9K 0.12% 115
2015
Q1 		$280K Sell
3,561
-69
-2% -$5.06K 0.13% 123
2014
Q4 		$260K Buy
+3,630
New +$268K 0.14% 126

Other funds holding PSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LVW Advisors's PSX Position: Q3 2026 in Review

LVW Advisors increased its Phillips 66 (PSX) stake by 26% in Q3 2026, buying an estimated $113K and bringing the position to 2,428 shares worth $620K. The position accounts for 0.05% of the portfolio, ranked #217.

LVW Advisors first reported a position in PSX in Q4 2014 and has held it in 16 quarters since. 1,533 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • LVW Advisors held 2,428 shares of Phillips 66 worth $620K as of Q3 2026.
  • LVW Advisors bought 495 Phillips 66 shares in Q3 2026, an estimated $113K.
  • Phillips 66 made up 0.05% of LVW Advisors's portfolio in Q3 2026, its #217 holding.
  • LVW Advisors first reported a position in Phillips 66 in Q4 2014 and has held it in 16 quarters since.
  • 1,533 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.