LIG
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Lokken Investment Group’s Phillips 66 PSX Stock Holding History

Lokken Investment Group’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
2025
Q3 		$1.44M Buy
10,604
+369
+4% +$47.3K 0.5% 54
2025
Q2 		$1.22M Buy
10,235
+707
+7% +$79.2K 0.47% 60
2025
Q1 		$1.18M Buy
9,528
+256
+3% +$31.6K 0.5% 56
2024
Q4 		$1.06M Buy
9,272
+219
+2% +$27.9K 0.46% 61
2024
Q3 		$1.19M Buy
9,053
+699
+8% +$94.4K 0.5% 54
2024
Q2 		$1.18M Buy
8,354
+723
+9% +$107K 0.55% 41
2024
Q1 		$1.25M Buy
7,631
+611
+9% +$88.1K 0.62% 40
2023
Q4 		$935K Buy
7,020
+5,100
+266% +$610K 0.53% 50
2023
Q3 		$231K Buy
+1,920
New +$215K 0.15% 112

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lokken Investment Group's PSX Position: Q3 2025 in Review

Lokken Investment Group increased its Phillips 66 (PSX) stake by 3.6% in Q3 2025, buying an estimated $47.3K and bringing the position to 10,604 shares worth $1.44M. The position accounts for 0.5% of the portfolio, ranked #54.

Lokken Investment Group first reported a position in PSX in Q3 2023 and has held it in 9 quarters since. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Lokken Investment Group held 10,604 shares of Phillips 66 worth $1.44M as of Q3 2025.
  • Lokken Investment Group bought 369 Phillips 66 shares in Q3 2025, an estimated $47.3K.
  • Phillips 66 made up 0.5% of Lokken Investment Group's portfolio in Q3 2025, its #54 holding.
  • Lokken Investment Group first reported a position in Phillips 66 in Q3 2023 and has held it in 9 quarters since.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.