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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
Q3 		$567K Hold
2,222
– – 0.39% 51
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Lawood & Co's PSX Position: Q3 2026 in Review

Lawood & Co held its Phillips 66 (PSX) position steady in Q3 2026 at 2,222 shares worth $567K. The position accounts for 0.39% of the portfolio, ranked #51.

Lawood & Co first reported a position in PSX in Q4 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Lawood & Co held 2,222 shares of Phillips 66 worth $567K as of Q3 2026.
  • Lawood & Co left its Phillips 66 share count unchanged in Q3 2026.
  • Phillips 66 made up 0.39% of Lawood & Co's portfolio in Q3 2026, its #51 holding.
  • Lawood & Co first reported a position in Phillips 66 in Q4 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.