LVM Capital Management’s Phillips 66 PSX Stock Holding History

LVM 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	$790K	Hold	4,676	–	–	0.07%	89
2026 Q1	$852K	Buy	4,676 +281	+6%	+$44K	0.08%	84
2025 Q4	$567K	Sell	4,395 -200	-4%	-$26.9K	0.05%	102
2025 Q3	$625K	Sell	4,595 -50	-1%	-$6.41K	0.06%	97
2025 Q2	$554K	Hold	4,645	–	–	0.06%	107
2025 Q1	$574K	Hold	4,645	–	–	0.06%	99
2024 Q4	$529K	Sell	4,645 -77	-2%	-$9.79K	0.06%	110
2024 Q3	$667K	Hold	4,722	–	–	0.08%	94
2024 Q2	$667K	Buy	4,722 +27	+0.6%	+$4K	0.08%	94
2024 Q1	$767K	Buy	4,695 +50	+1%	+$7.21K	0.09%	87
2023 Q4	$618K	Buy	4,645 +350	+8%	+$41.8K	0.08%	93
2023 Q3	$516K	Sell	4,295 -500	-10%	-$56.1K	0.07%	95
2023 Q2	$457K	Hold	4,795	–	–	0.06%	101
2023 Q1	$486K	Buy	4,795 +170	+4%	+$17.3K	0.07%	96
2022 Q4	$481K	Hold	4,625	–	–	0.07%	92
2022 Q3	$373K	Buy	4,625 +500	+12%	+$42.6K	0.06%	99
2022 Q2	$338K	Hold	4,125	–	–	0.05%	102
2022 Q1	$356K	Hold	4,125	–	–	0.05%	107
2021 Q4	$299K	Hold	4,125	–	–	0.04%	106
2021 Q3	$289K	Hold	4,125	–	–	0.04%	106
2021 Q2	$354K	Sell	4,125 -100	-2%	-$8.44K	0.05%	95
2021 Q1	$345K	Hold	4,225	–	–	0.06%	94
2020 Q4	$295K	Sell	4,225 -101	-2%	-$5.93K	0.05%	98
2020 Q3	$224K	Hold	4,326	–	–	0.04%	98
2020 Q2	$311K	Sell	4,326 -50	-1%	-$3.54K	0.06%	84
2020 Q1	$235K	Sell	4,376 -23	-0.5%	-$1.87K	0.06%	91
2019 Q4	$490K	Sell	4,399 -227	-5%	-$25.5K	0.1%	74
2019 Q3	$474K	Buy	4,626 +200	+5%	+$20K	0.1%	75
2019 Q2	$414K	Hold	4,426	–	–	0.09%	78
2019 Q1	$421K	Sell	4,426 -162	-4%	-$15.4K	0.1%	76
2018 Q4	$395K	Buy	4,588 +37	+0.8%	+$3.62K	0.1%	70
2018 Q3	$513K	Sell	4,551 -170	-4%	-$19.7K	0.12%	66
2018 Q2	$530K	Hold	4,721	–	–	0.13%	62
2018 Q1	$453K	Hold	4,721	–	–	0.1%	70
2017 Q4	$478K	Hold	4,721	–	–	0.11%	68
2017 Q3	$432K	Hold	4,721	–	–	0.1%	71
2017 Q2	$390K	Buy	4,721 +420	+10%	+$33K	0.1%	78
2017 Q1	$341K	Buy	4,301 +201	+5%	+$16.2K	0.09%	82
2016 Q4	$354K	Sell	4,100 -150	-4%	-$12.5K	0.1%	80
2016 Q3	$342K	Hold	4,250	–	–	0.11%	77
2016 Q2	$337K	Hold	4,250	–	–	0.1%	80
2016 Q1	$368K	Hold	4,250	–	–	0.12%	74
2015 Q4	$348K	Hold	4,250	–	–	0.12%	73
2015 Q3	$327K	Hold	4,250	–	–	0.12%	74
2015 Q2	$342K	Hold	4,250	–	–	0.11%	77
2015 Q1	$334K	Sell	4,250 -50	-1%	-$3.67K	0.11%	78
2014 Q4	$308K	Buy	4,300 +50	+1%	+$3.69K	0.1%	85
2014 Q3	$346K	Hold	4,250	–	–	0.11%	78
2014 Q2	$342K	Sell	4,250 -200	-4%	-$16.5K	0.11%	77
2014 Q1	$343K	Hold	4,450	–	–	0.12%	79
2013 Q4	$343K	Buy	4,450 +425	+11%	+$28.4K	0.12%	82
2013 Q3	$233K	Hold	4,025	–	–	0.09%	97
2013 Q2	$237K	Buy	+4,025	New	+$253K	0.09%	102

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

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

LVM Capital Management held its Phillips 66 (PSX) position steady in Q2 2026 at 4,676 shares worth $790K. The position accounts for 0.07% of the portfolio, ranked #89.

LVM Capital Management first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $852K in Q1 2026. 964 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

LVM Capital Management held 4,676 shares of Phillips 66 worth $790K as of Q2 2026.
LVM Capital Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.07% of LVM Capital Management's portfolio in Q2 2026, its #89 holding.
LVM Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
LVM Capital Management's Phillips 66 position peaked at $852K in Q1 2026.
964 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.