LC
PSX icon

Lincoln Capital’s Phillips 66 PSX Stock Holding History

Lincoln Capital’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 		$729K Sell
4,310
-150
-3% -$25.8K 0.13% 78
2026
Q1 		$815K Hold
4,460
– – 0.15% 70
2025
Q4 		$576K Buy
4,460
+168
+4% +$22.6K 0.1% 89
2025
Q3 		$571K Sell
4,292
-191
-4% -$24.5K 0.11% 88
2025
Q2 		$535K Sell
4,483
-125
-3% -$14K 0.1% 90
2025
Q1 		$465K Sell
4,608
-233
-5% -$28.7K 0.1% 88
2024
Q4 		$552K Buy
4,841
+19
+0.4% +$2.42K 0.12% 76
2024
Q3 		$634K Sell
4,822
-25
-0.5% -$3.38K 0.13% 67
2024
Q2 		$684K Buy
4,847
+7
+0.1% +$1.04K 0.15% 65
2024
Q1 		$791K Sell
4,840
-27
-0.6% -$3.89K 0.18% 63
2023
Q4 		$648K Hold
4,867
– – 0.16% 65
2023
Q3 		$585K Buy
4,867
+200
+4% +$22.4K 0.15% 65
2023
Q2 		$445K Hold
4,667
– – 0.11% 75
2023
Q1 		$473K Sell
4,667
-37
-0.8% -$3.76K 0.13% 76
2022
Q4 		$490K Sell
4,704
-38
-0.8% -$3.89K 0.14% 72
2022
Q3 		$383K Sell
4,742
-2,025
-30% -$173K 0.12% 73
2022
Q2 		$555K Sell
6,767
-95
-1% -$8.79K 0.16% 68
2022
Q1 		$593K Sell
6,862
-180
-3% -$15.1K 0.14% 69
2021
Q4 		$510K Hold
7,042
– – 0.13% 65
2021
Q3 		$493K Buy
7,042
+1,835
+35% +$133K 0.13% 64
2021
Q2 		$447K Hold
5,207
– – 0.13% 67
2021
Q1 		$425K Sell
5,207
-50
-1% -$3.92K 0.13% 63
2020
Q4 		$368K Hold
5,257
– – 0.12% 67
2020
Q3 		$273K Sell
5,257
-40
-0.8% -$2.44K 0.1% 75
2020
Q2 		$381K Sell
5,297
-51,960
-91% -$3.68M 0.16% 55
2020
Q1 		$3.07M Sell
57,257
-3,409
-6% -$277K 1.55% 18
2019
Q4 		$6.76M Sell
60,666
-1,361
-2% -$153K 2.79% 13
2019
Q3 		$6.35M Sell
62,027
-13,369
-18% -$1.34M 2.83% 13
2019
Q2 		$7.05M Sell
75,396
-1,939
-3% -$174K 3.16% 11
2019
Q1 		$7.36M Sell
77,335
-1,919
-2% -$182K 3.56% 11
2018
Q4 		$6.83M Sell
79,254
-711
-0.9% -$69.5K 3.73% 10
2018
Q3 		$9.01M Buy
79,965
+29
+0% +$3.35K 4.46% 9
2018
Q2 		$9M Sell
79,936
-538
-0.7% -$60.5K 4.82% 6
2018
Q1 		$7.72M Sell
80,474
-1,338
-2% -$130K 4.17% 10
2017
Q4 		$8.28M Sell
81,812
-148
-0.2% -$14.1K 4.62% 7
2017
Q3 		$7.51M Sell
81,960
-283
-0.3% -$24K 4.63% 7
2017
Q2 		$6.8M Buy
82,243
+12,519
+18% +$983K 4.27% 7
2017
Q1 		$5.52M Buy
69,724
+435
+0.6% +$35K 3.73% 9
2016
Q4 		$5.99M Sell
69,289
-63
-0.1% -$5.24K 4.27% 7
2016
Q3 		$5.59M Buy
69,352
+28,970
+72% +$2.25M 4.13% 7
2016
Q2 		$3.2M Buy
40,382
+15,663
+63% +$1.28M 2.4% 18
2016
Q1 		$2.14M Buy
24,719
+7,534
+44% +$612K 1.6% 21
2015
Q4 		$1.41M Hold
17,185
– – 1.12% 25
2015
Q3 		$1.32M Buy
17,185
+40
+0.2% +$3.18K 1.09% 24
2015
Q2 		$1.38M Hold
17,145
– – 1.16% 22
2015
Q1 		$1.35M Buy
+17,145
New +$1.26M 1.16% 23

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

Lincoln Capital's PSX Position: Q2 2026 in Review

Lincoln Capital reduced its Phillips 66 (PSX) stake by 3.4% in Q2 2026, selling an estimated $25.8K and leaving 4,310 shares worth $729K. The position accounts for 0.13% of the portfolio, ranked #78.

Lincoln Capital first reported a position in PSX in Q1 2015 and has held it in 46 quarters since. The position peaked at $9.01M in Q3 2018. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Lincoln Capital held 4,310 shares of Phillips 66 worth $729K as of Q2 2026.
  • Lincoln Capital sold 150 Phillips 66 shares in Q2 2026, an estimated $25.8K.
  • Phillips 66 made up 0.13% of Lincoln Capital's portfolio in Q2 2026, its #78 holding.
  • Lincoln Capital first reported a position in Phillips 66 in Q1 2015 and has held it in 46 quarters since.
  • Lincoln Capital's Phillips 66 position peaked at $9.01M in Q3 2018.
  • 964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.