Lawood & Co’s Phillips 66 PSX Stock Holding History

Lawood & Co’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	$376K	Hold	2,222	–	–	0.25%	68
2026 Q1	$405K	Sell	2,222 -75	-3%	-$11.8K	0.38%	64
2025 Q4	$296K	Buy	+2,297	New	+$309K	0.28%	74

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lawood & Co's PSX Position: Q2 2026 in Review

Lawood & Co held its Phillips 66 (PSX) position steady in Q2 2026 at 2,222 shares worth $376K. The position accounts for 0.25% of the portfolio, ranked #68.

Lawood & Co first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $405K in Q1 2026. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Lawood & Co held 2,222 shares of Phillips 66 worth $376K as of Q2 2026.
Lawood & Co left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.25% of Lawood & Co's portfolio in Q2 2026, its #68 holding.
Lawood & Co first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
Lawood & Co's Phillips 66 position peaked at $405K in Q1 2026.
2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.