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Kelly Lawrence W & Associates’s Phillips 66 PSX Stock Holding History

Kelly Lawrence W & Associates’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
Q4 		– Sell
-1,758
Closed -$239K – 147
2025
Q3 		$239K Hold
1,758
– – 0.06% 77
2025
Q2 		$210K Hold
1,758
– – 0.06% 79
2025
Q1 		$217K Hold
1,758
– – 0.05% 80
2024
Q4 		$200K Sell
1,758
-1,005
-36% -$128K 0.05% 83
2024
Q3 		$363K Buy
2,763
+1,005
+57% +$136K 0.08% 69
2024
Q2 		$248K Buy
1,758
+1,005
+133% +$149K 0.06% 75
2024
Q1 		$123K Buy
+753
New +$109K 0.03% 94
2017
Q2 		– Sell
-1
Closed – – 187
2017
Q1 		$0 Buy
+1
New +$81 ﹤0.01% 209

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kelly Lawrence W & Associates's PSX Position: Q4 2025 in Review

Kelly Lawrence W & Associates sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 1,758 shares — an estimated $239K sold.

Kelly Lawrence W & Associates first reported a position in PSX in Q1 2017 and held it in 8 quarters. The position peaked at $363K in Q3 2024. 1,903 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Kelly Lawrence W & Associates reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 1,758 Phillips 66 shares in Q4 2025, an estimated $239K.
  • Kelly Lawrence W & Associates first reported a position in Phillips 66 in Q1 2017 and held it in 8 quarters.
  • Kelly Lawrence W & Associates's Phillips 66 position peaked at $363K in Q3 2024.
  • 1,903 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Kelly Lawrence W & Associates's 13F filing for Q4 2025, filed 17 Feb 2026.