LAM
Lummis Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
3,011
+2,861
| +1,907% | +$341K | 0.23% | 49 |
|
|
2025
Q1 | $18.5K | Hold |
150
| – | – | 0.01% | 104 |
|
|
2024
Q4 | $17.1K | Hold |
150
| – | – | 0.02% | 76 |
|
|
2024
Q3 | $19.7K | Hold |
150
| – | – | 0.02% | 79 |
|
|
2024
Q2 | $21.2K | Hold |
150
| – | – | 0.03% | 72 |
|
|
2024
Q1 | $24.5K | Sell |
150
-2,861
| -95% | -$467K | 0.03% | 72 |
|
|
2023
Q4 | $401K | Buy |
+3,011
| New | +$401K | 0.31% | 45 |
|