Lagoda Investment Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-170
| Closed | -$21K | – | 31 |
|
|
2025
Q1 | $21K | Hold |
170
| – | – | 0.01% | 28 |
|
|
2024
Q4 | $19.4K | Hold |
170
| – | – | 0.01% | 33 |
|
|
2024
Q3 | $22.3K | Hold |
170
| – | – | 0.01% | 33 |
|
|
2024
Q2 | $24K | Hold |
170
| – | – | 0.01% | 39 |
|
|
2024
Q1 | $27.8K | Hold |
170
| – | – | 0.02% | 39 |
|
|
2023
Q4 | $22.6K | Hold |
170
| – | – | 0.02% | 38 |
|
|
2023
Q3 | $20.4K | Hold |
170
| – | – | 0.01% | 42 |
|
|
2023
Q2 | $16.2K | Hold |
170
| – | – | 0.01% | 40 |
|
|
2023
Q1 | $17.2K | Hold |
170
| – | – | 0.01% | 42 |
|
|
2022
Q4 | $17.7K | Hold |
170
| – | – | 0.01% | 40 |
|
|
2022
Q3 | $14K | Hold |
170
| – | – | 0.01% | 38 |
|
|
2022
Q2 | $14K | Hold |
170
| – | – | 0.01% | 38 |
|
|
2022
Q1 | $15K | Hold |
170
| – | – | 0.01% | 38 |
|
|
2021
Q4 | $12K | Hold |
170
| – | – | 0.01% | 38 |
|
|
2021
Q3 | $12K | Hold |
170
| – | – | 0.01% | 38 |
|
|
2021
Q2 | $15K | Hold |
170
| – | – | 0.01% | 37 |
|
|
2021
Q1 | $14K | Hold |
170
| – | – | 0.01% | 36 |
|
|
2020
Q4 | $12K | Hold |
170
| – | – | 0.01% | 35 |
|
|
2020
Q3 | $9K | Hold |
170
| – | – | 0.01% | 33 |
|
|
2020
Q2 | $12K | Hold |
170
| – | – | 0.01% | 29 |
|
|
2020
Q1 | $9K | Sell |
170
-27
| -14% | -$2.2K | 0.01% | 28 |
|
|
2019
Q4 | $22K | Hold |
197
| – | – | 0.02% | 27 |
|
|
2019
Q3 | $20K | Hold |
197
| – | – | 0.02% | 27 |
|
|
2019
Q2 | $18K | Hold |
197
| – | – | 0.02% | 25 |
|
|
2019
Q1 | $19K | Hold |
197
| – | – | 0.02% | 25 |
|
|
2018
Q4 | $17K | Hold |
197
| – | – | 0.03% | 28 |
|
|
2018
Q3 | $22K | Hold |
197
| – | – | 0.01% | 35 |
|
|
2018
Q2 | $22K | Hold |
197
| – | – | 0.01% | 36 |
|
|
2018
Q1 | $19K | Hold |
197
| – | – | 0.01% | 37 |
|
|
2017
Q4 | $20K | Hold |
197
| – | – | 0.01% | 41 |
|
|
2017
Q3 | $18K | Hold |
197
| – | – | 0.01% | 41 |
|
|
2017
Q2 | $16K | Hold |
197
| – | – | 0.01% | 39 |
|
|
2017
Q1 | $16K | Hold |
197
| – | – | 0.01% | 36 |
|
|
2016
Q4 | $17K | Hold |
197
| – | – | 0.01% | 40 |
|
|
2016
Q3 | $16K | Hold |
197
| – | – | ﹤0.01% | 28 |
|
|
2016
Q2 | $16K | Hold |
197
| – | – | 0.01% | 27 |
|
|
2016
Q1 | $17K | Hold |
197
| – | – | 0.01% | 29 |
|
|
2015
Q4 | $16K | Sell |
197
-50
| -20% | -$4.32K | ﹤0.01% | 32 |
|
|
2015
Q3 | $19K | Sell |
247
-60
| -20% | -$4.77K | 0.01% | 31 |
|
|
2015
Q2 | $25K | Sell |
307
-25
| -8% | -$1.99K | 0.01% | 29 |
|
|
2015
Q1 | $26K | Hold |
332
| – | – | 0.01% | 30 |
|
|
2014
Q4 | $24K | Buy |
+332
| New | +$24.5K | 0.01% | 42 |
|
Other funds holding PSX
EIM
Lagoda Investment Management's PSX Position: Q2 2025 in Review
Lagoda Investment Management sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 170 shares — an estimated $21K sold.
Lagoda Investment Management first reported a position in PSX in Q4 2014 and held it in 42 quarters. The position peaked at $27.8K in Q1 2024. 1,764 funds tracked by Wall St. Rank hold PSX as of Q2 2025.
- Lagoda Investment Management reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
- Lagoda Investment Management sold 170 Phillips 66 shares in Q2 2025, an estimated $21K.
- Lagoda Investment Management first reported a position in Phillips 66 in Q4 2014 and held it in 42 quarters.
- Lagoda Investment Management's Phillips 66 position peaked at $27.8K in Q1 2024.
- 1,764 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.
Based on Lagoda Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.