LCM
LRT Capital Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
22,029
+6,792
| +45% | +$810K | 1.56% | 25 |
|
|
2025
Q1 | $1.88M | Buy |
15,237
+7,405
| +95% | +$914K | 1.29% | 33 |
|
|
2024
Q4 | $892K | Buy |
+7,832
| New | +$892K | 0.7% | 54 |
|
|
2024
Q3 | – | Sell |
-4,230
| Closed | -$597K | – | 87 |
|
|
2024
Q2 | $597K | Sell |
4,230
-7,304
| -63% | -$1.03M | 0.56% | 58 |
|
|
2024
Q1 | $1.88M | Sell |
11,534
-7,147
| -38% | -$1.17M | 1.69% | 23 |
|
|
2023
Q4 | $2.49M | Buy |
+18,681
| New | +$2.49M | 2.35% | 7 |
|