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LRI Investments’s Phillips 66 PSX Stock Holding History

LRI Investments’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 		$284K Sell
1,678
-608
-27% -$105K 0.02% 269
2026
Q1 		$417K Buy
2,286
+236
+12% +$37K 0.04% 199
2025
Q4 		$265K Sell
2,050
-510
-20% -$68.6K 0.02% 245
2025
Q3 		$348K Sell
2,560
-108
-4% -$13.8K 0.03% 217
2025
Q2 		$318K Buy
2,668
+612
+30% +$68.6K 0.03% 224
2025
Q1 		$254K Sell
2,056
-266
-11% -$32.8K 0.02% 233
2024
Q4 		$265K Buy
2,322
+636
+38% +$80.9K 0.03% 221
2024
Q3 		$219K Buy
1,686
+455
+37% +$61.4K 0.02% 257
2024
Q2 		$174K Buy
1,231
+1,145
+1,331% +$169K 0.02% 277
2024
Q1 		$14K Buy
+86
New +$12.4K ﹤0.01% 436

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

LRI Investments's PSX Position: Q2 2026 in Review

LRI Investments reduced its Phillips 66 (PSX) stake by 27% in Q2 2026, selling an estimated $105K and leaving 1,678 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #269.

LRI Investments first reported a position in PSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $417K in Q1 2026. 962 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • LRI Investments held 1,678 shares of Phillips 66 worth $284K as of Q2 2026.
  • LRI Investments sold 608 Phillips 66 shares in Q2 2026, an estimated $105K.
  • Phillips 66 made up 0.02% of LRI Investments's portfolio in Q2 2026, its #269 holding.
  • LRI Investments first reported a position in Phillips 66 in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Phillips 66 position peaked at $417K in Q1 2026.
  • 962 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.