Lummis Asset Management’s Phillips 66 PSX Stock Holding History

Lummis Asset 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
2025 Q2	$359K	Buy
2025 Q1	$18.5K	Hold
2024 Q4	$17.1K	Hold
2024 Q3	$19.7K	Hold
2024 Q2	$21.2K	Hold
2024 Q1	$24.5K	Sell
2023 Q4	$401K	Buy