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LRT Capital Management’s Phillips 66 PSX Stock Holding History

LRT Capital 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 		– Sell
-8,422
Closed -$1.53M – 103
2026
Q1 		$1.53M Buy
8,422
+1,165
+16% +$183K 1.43% 26
2025
Q4 		$936K Buy
7,257
+2,271
+46% +$306K 0.8% 51
2025
Q3 		$678K Sell
4,986
-17,043
-77% -$2.18M 0.45% 65
2025
Q2 		$2.63M Buy
22,029
+6,792
+45% +$761K 1.56% 25
2025
Q1 		$1.88M Buy
15,237
+7,405
+95% +$913K 1.29% 33
2024
Q4 		$892K Buy
+7,832
New +$996K 0.7% 54
2024
Q3 		– Sell
-4,230
Closed -$597K – 87
2024
Q2 		$597K Sell
4,230
-7,304
-63% -$1.08M 0.56% 58
2024
Q1 		$1.88M Sell
11,534
-7,147
-38% -$1.03M 1.69% 23
2023
Q4 		$2.49M Buy
+18,681
New +$2.23M 2.35% 7

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LRT Capital Management's PSX Position: Q2 2026 in Review

LRT Capital Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 8,422 shares — an estimated $1.53M sold.

LRT Capital Management first reported a position in PSX in Q4 2023 and held it in 9 quarters. The position peaked at $2.63M in Q2 2025. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • LRT Capital Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • LRT Capital Management sold 8,422 Phillips 66 shares in Q2 2026, an estimated $1.53M.
  • LRT Capital Management first reported a position in Phillips 66 in Q4 2023 and held it in 9 quarters.
  • LRT Capital Management's Phillips 66 position peaked at $2.63M in Q2 2025.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on LRT Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.