Luther King Capital Management (LKCM)’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.94M | Sell |
41,070
-327
| -0.8% | -$56.3K | 0.03% | 222 |
|
|
2026
Q1 | $7.54M | Sell |
41,397
-457
| -1% | -$71.6K | 0.03% | 202 |
|
|
2025
Q4 | $5.4M | Sell |
41,854
-688
| -2% | -$92.6K | 0.02% | 251 |
|
|
2025
Q3 | $5.79M | Buy |
42,542
+64
| +0.2% | +$8.2K | 0.02% | 228 |
|
|
2025
Q2 | $5.07M | Buy |
42,478
+95
| +0.2% | +$10.6K | 0.02% | 245 |
|
|
2025
Q1 | $5.23M | Buy |
42,383
+288
| +0.7% | +$35.5K | 0.02% | 223 |
|
|
2024
Q4 | $4.8M | Buy |
42,095
+755
| +2% | +$96K | 0.02% | 242 |
|
|
2024
Q3 | $5.43M | Sell |
41,340
-1,009
| -2% | -$136K | 0.02% | 217 |
|
|
2024
Q2 | $5.98M | Sell |
42,349
-1,336
| -3% | -$198K | 0.03% | 203 |
|
|
2024
Q1 | $7.14M | Buy |
43,685
+542
| +1% | +$78.1K | 0.03% | 183 |
|
|
2023
Q4 | $5.74M | Sell |
43,143
-286
| -0.7% | -$34.2K | 0.03% | 195 |
|
|
2023
Q3 | $5.22M | Sell |
43,429
-842
| -2% | -$94.5K | 0.03% | 193 |
|
|
2023
Q2 | $4.22M | Buy |
44,271
+2,120
| +5% | +$206K | 0.02% | 227 |
|
|
2023
Q1 | $4.27M | Buy |
42,151
+2,161
| +5% | +$220K | 0.02% | 212 |
|
|
2022
Q4 | $4.16M | Buy |
39,990
+442
| +1% | +$45.2K | 0.02% | 205 |
|
|
2022
Q3 | $3.19M | Buy |
39,548
+2,742
| +7% | +$234K | 0.02% | 234 |
|
|
2022
Q2 | $3.02M | Buy |
36,806
+18,417
| +100% | +$1.7M | 0.02% | 246 |
|
|
2022
Q1 | $1.59M | Buy |
18,389
+11,379
| +162% | +$957K | 0.01% | 335 |
|
|
2021
Q4 | $508K | Sell |
7,010
-162
| -2% | -$12.2K | ﹤0.01% | 493 |
|
|
2021
Q3 | $502K | Sell |
7,172
-812
| -10% | -$58.8K | ﹤0.01% | 487 |
|
|
2021
Q2 | $685K | Buy |
7,984
+2,336
| +41% | +$197K | ﹤0.01% | 473 |
|
|
2021
Q1 | $461K | Sell |
5,648
-1,000
| -15% | -$78.5K | ﹤0.01% | 469 |
|
|
2020
Q4 | $465K | Buy |
6,648
+206
| +3% | +$12.1K | ﹤0.01% | 452 |
|
|
2020
Q3 | $334K | Sell |
6,442
-1,460
| -18% | -$89.1K | ﹤0.01% | 455 |
|
|
2020
Q2 | $568K | Sell |
7,902
-103
| -1% | -$7.29K | ﹤0.01% | 386 |
|
|
2020
Q1 | $429K | Sell |
8,005
-629
| -7% | -$51.2K | ﹤0.01% | 399 |
|
|
2019
Q4 | $962K | Buy |
8,634
+335
| +4% | +$37.6K | 0.01% | 354 |
|
|
2019
Q3 | $850K | Sell |
8,299
-180
| -2% | -$18K | 0.01% | 355 |
|
|
2019
Q2 | $793K | Buy |
8,479
+1,083
| +15% | +$97.2K | 0.01% | 354 |
|
|
2019
Q1 | $704K | Sell |
7,396
-18
| -0.2% | -$1.71K | 0.01% | 376 |
|
|
2018
Q4 | $639K | Sell |
7,414
-531
| -7% | -$51.9K | 0.01% | 381 |
|
|
2018
Q3 | $896K | Sell |
7,945
-137
| -2% | -$15.8K | 0.01% | 375 |
|
|
2018
Q2 | $908K | Buy |
8,082
+270
| +3% | +$30.4K | 0.01% | 358 |
|
|
2018
Q1 | $749K | Sell |
7,812
-184
| -2% | -$17.9K | 0.01% | 381 |
|
|
2017
Q4 | $809K | Sell |
7,996
-787
| -9% | -$74.8K | 0.01% | 380 |
|
|
2017
Q3 | $805K | Sell |
8,783
-325
| -4% | -$27.5K | 0.01% | 375 |
|
|
2017
Q2 | $753K | Buy |
9,108
+487
| +6% | +$38.2K | 0.01% | 371 |
|
|
2017
Q1 | $683K | Sell |
8,621
-365
| -4% | -$29.4K | 0.01% | 384 |
|
|
2016
Q4 | $776K | Sell |
8,986
-203
| -2% | -$16.9K | 0.01% | 369 |
|
|
2016
Q3 | $740K | Buy |
9,189
+610
| +7% | +$47.4K | 0.01% | 372 |
|
|
2016
Q2 | $681K | Hold |
8,579
| – | – | 0.01% | 380 |
|
|
2016
Q1 | $743K | Buy |
8,579
+628
| +8% | +$51K | 0.01% | 370 |
|
|
2015
Q4 | $650K | Sell |
7,951
-1,167
| -13% | -$101K | 0.01% | 389 |
|
|
2015
Q3 | $701K | Buy |
9,118
+1,726
| +23% | +$137K | 0.01% | 383 |
|
|
2015
Q2 | $595K | Sell |
7,392
-125
| -2% | -$9.93K | 0.01% | 414 |
|
|
2015
Q1 | $591K | Buy |
7,517
+251
| +3% | +$18.4K | 0.01% | 413 |
|
|
2014
Q4 | $521K | Sell |
7,266
-4
| -0.1% | -$295 | ﹤0.01% | 431 |
|
|
2014
Q3 | $591K | Sell |
7,270
-725
| -9% | -$60.4K | ﹤0.01% | 436 |
|
|
2014
Q2 | $643K | Buy |
7,995
+1,947
| +32% | +$160K | 0.01% | 429 |
|
|
2014
Q1 | $466K | Sell |
6,048
-837
| -12% | -$63.7K | ﹤0.01% | 445 |
|
|
2013
Q4 | $531K | Sell |
6,885
-9,252
| -57% | -$617K | ﹤0.01% | 437 |
|
|
2013
Q3 | $933K | Buy |
16,137
+1,825
| +13% | +$106K | 0.01% | 442 |
|
|
2013
Q2 | $843K | Buy |
+14,312
| New | +$899K | 0.01% | 449 |
|
Other funds holding PSX
EIM
Luther King Capital Management (LKCM)'s PSX Position: Q2 2026 in Review
Luther King Capital Management (LKCM) reduced its Phillips 66 (PSX) stake by 0.79% in Q2 2026, selling an estimated $56.3K and leaving 41,070 shares worth $6.94M. The position accounts for 0.03% of the portfolio, ranked #222.
Luther King Capital Management (LKCM) first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.54M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Luther King Capital Management (LKCM) held 41,070 shares of Phillips 66 worth $6.94M as of Q2 2026.
- Luther King Capital Management (LKCM) sold 327 Phillips 66 shares in Q2 2026, an estimated $56.3K.
- Phillips 66 made up 0.03% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #222 holding.
- Luther King Capital Management (LKCM) first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
- Luther King Capital Management (LKCM)'s Phillips 66 position peaked at $7.54M in Q1 2026.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.