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Lawson Kroeker Investment Management’s Phillips 66 PSX Stock Holding History

Lawson Kroeker Investment Management’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 		$14M Sell
82,799
-3,800
-4% -$654K 3.88% 5
2026
Q1 		$15.8M Sell
86,599
-16,365
-16% -$2.56M 4.6% 3
2025
Q4 		$13.3M Sell
102,964
-46,652
-31% -$6.28M 3.95% 7
2025
Q3 		$20.4M Sell
149,616
-904
-0.6% -$116K 3.72% 6
2025
Q2 		$18M Buy
150,520
+7,783
+5% +$872K 3.34% 7
2025
Q1 		$17.6M Buy
142,737
+38,147
+36% +$4.7M 3.25% 6
2024
Q4 		$11.9M Sell
104,590
-1,503
-1% -$191K 2.24% 12
2024
Q3 		$13.9M Sell
106,093
-255
-0.2% -$34.4K 2.54% 13
2024
Q2 		$15M Sell
106,348
-1,160
-1% -$172K 2.9% 9
2024
Q1 		$17.6M Sell
107,508
-2,019
-2% -$291K 3.33% 6
2023
Q4 		$14.6M Sell
109,527
-231
-0.2% -$27.6K 2.99% 8
2023
Q3 		$13.2M Sell
109,758
-470
-0.4% -$52.8K 2.91% 9
2023
Q2 		$10.5M Buy
110,228
+2,930
+3% +$285K 2.52% 13
2023
Q1 		$10.9M Sell
107,298
-1,086
-1% -$110K 2.44% 11
2022
Q4 		$11.3M Sell
108,384
-4,275
-4% -$437K 3.81% 7
2022
Q3 		$9.09M Buy
112,659
+125
+0.1% +$10.7K 3.2% 11
2022
Q2 		$9.23M Sell
112,534
-850
-0.7% -$78.6K 3.11% 12
2022
Q1 		$9.79M Buy
113,384
+5
+0% +$421 3.08% 13
2021
Q4 		$8.21M Buy
113,379
+91
+0.1% +$6.88K 2.55% 13
2021
Q3 		$7.93M Sell
113,288
-1,430
-1% -$104K 2.63% 15
2021
Q2 		$9.85M Sell
114,718
-1,145
-1% -$96.7K 3.12% 12
2021
Q1 		$9.45M Sell
115,863
-150
-0.1% -$11.8K 3.23% 10
2020
Q4 		$8.11M Sell
116,013
-1,230
-1% -$72.2K 3.04% 13
2020
Q3 		$6.08M Buy
117,243
+113,883
+3,389% +$6.95M 2.71% 14
2020
Q2 		$242K Buy
+3,360
New +$238K 0.11% 59
2020
Q1 		– Sell
-3,414
Closed -$380K – 62
2019
Q4 		$380K Hold
3,414
– – 0.14% 57
2019
Q3 		$350K Hold
3,414
– – 0.13% 58
2019
Q2 		$319K Hold
3,414
– – 0.11% 59
2019
Q1 		$325K Sell
3,414
-75
-2% -$7.13K 0.12% 58
2018
Q4 		$301K Sell
3,489
-50
-1% -$4.88K 0.12% 58
2018
Q3 		$399K Buy
3,539
+50
+1% +$5.78K 0.13% 56
2018
Q2 		$392K Hold
3,489
– – 0.14% 57
2018
Q1 		$335K Hold
3,489
– – 0.11% 63
2017
Q4 		$353K Hold
3,489
– – 0.11% 62
2017
Q3 		$320K Hold
3,489
– – 0.1% 65
2017
Q2 		$289K Sell
3,489
-300
-8% -$23.6K 0.1% 66
2017
Q1 		$300K Buy
3,789
+582
+18% +$46.9K 0.1% 66
2016
Q4 		$277K Hold
3,207
– – 0.1% 67
2016
Q3 		$258K Hold
3,207
– – 0.08% 65
2016
Q2 		$254K Hold
3,207
– – 0.08% 68
2016
Q1 		$278K Hold
3,207
– – 0.1% 67
2015
Q4 		$262K Hold
3,207
– – 0.09% 71
2015
Q3 		$246K Hold
3,207
– – 0.08% 71
2015
Q2 		$258K Sell
3,207
-8,385
-72% -$666K 0.08% 77
2015
Q1 		$911K Buy
11,592
+413
+4% +$30.3K 0.27% 55
2014
Q4 		$802K Sell
11,179
-175
-2% -$12.9K 0.25% 53
2014
Q3 		$923K Sell
11,354
-17
-0.1% -$1.42K 0.28% 52
2014
Q2 		$915K Sell
11,371
-140
-1% -$11.5K 0.27% 53
2014
Q1 		$887K Hold
11,511
– – 0.28% 53
2013
Q4 		$888K Hold
11,511
– – 0.28% 51
2013
Q3 		$666K Sell
11,511
-79
-0.7% -$4.58K 0.22% 54
2013
Q2 		$683K Buy
+11,590
New +$728K 0.24% 54

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Lawson Kroeker Investment Management's PSX Position: Q2 2026 in Review

Lawson Kroeker Investment Management reduced its Phillips 66 (PSX) stake by 4.4% in Q2 2026, selling an estimated $654K and leaving 82,799 shares worth $14M. The position accounts for 3.88% of the portfolio, ranked #5.

Lawson Kroeker Investment Management first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.4M in Q3 2025. 957 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Lawson Kroeker Investment Management held 82,799 shares of Phillips 66 worth $14M as of Q2 2026.
  • Lawson Kroeker Investment Management sold 3,800 Phillips 66 shares in Q2 2026, an estimated $654K.
  • Phillips 66 made up 3.88% of Lawson Kroeker Investment Management's portfolio in Q2 2026, its #5 holding.
  • Lawson Kroeker Investment Management first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
  • Lawson Kroeker Investment Management's Phillips 66 position peaked at $20.4M in Q3 2025.
  • 957 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.