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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
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% -$9.86K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

LVW Advisors's PSX Position: Q2 2026 in Review

LVW Advisors reduced its Phillips 66 (PSX) stake by 9.8% in Q2 2026, selling an estimated $36.1K and leaving 1,933 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #331.

LVW Advisors first reported a position in PSX in Q4 2014 and has held it in 15 quarters since. The position peaked at $390K in Q1 2026. 958 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • LVW Advisors held 1,933 shares of Phillips 66 worth $327K as of Q2 2026.
  • LVW Advisors sold 210 Phillips 66 shares in Q2 2026, an estimated $36.1K.
  • Phillips 66 made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #331 holding.
  • LVW Advisors first reported a position in Phillips 66 in Q4 2014 and has held it in 15 quarters since.
  • LVW Advisors's Phillips 66 position peaked at $390K in Q1 2026.
  • 958 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.