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LVZ Inc’s Phillips 66 PSX Stock Holding History

LVZ Inc’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 		$549K Sell
3,249
-27
-0.8% -$4.65K 0.06% 106
2026
Q1 		$597K Sell
3,276
-2,295
-41% -$360K 0.07% 83
2025
Q4 		$719K Buy
5,571
+8
+0.1% +$1.08K 0.08% 76
2025
Q3 		$757K Sell
5,563
-80
-1% -$10.2K 0.09% 70
2025
Q2 		$673K Hold
5,643
– – 0.08% 72
2025
Q1 		$697K Hold
5,643
– – 0.09% 66
2024
Q4 		$643K Buy
+5,643
New +$718K 0.08% 64

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

LVZ Inc's PSX Position: Q2 2026 in Review

LVZ Inc reduced its Phillips 66 (PSX) stake by 0.82% in Q2 2026, selling an estimated $4.65K and leaving 3,249 shares worth $549K. The position accounts for 0.06% of the portfolio, ranked #106.

LVZ Inc first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $757K in Q3 2025. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • LVZ Inc held 3,249 shares of Phillips 66 worth $549K as of Q2 2026.
  • LVZ Inc sold 27 Phillips 66 shares in Q2 2026, an estimated $4.65K.
  • Phillips 66 made up 0.06% of LVZ Inc's portfolio in Q2 2026, its #106 holding.
  • LVZ Inc first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • LVZ Inc's Phillips 66 position peaked at $757K in Q3 2025.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.