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Petrus Trust Company’s Kirby Corp KEX Stock Holding History

Petrus Trust Company’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,859
Closed -$390K – 620
2025
Q1 		$390K Sell
3,859
-2,323
-38% -$242K 0.04% 299
2024
Q4 		$654K Buy
+6,182
New +$745K 0.06% 120
2024
Q3 		– Sell
-2,417
Closed -$289K – 653
2024
Q2 		$289K Sell
2,417
-3,201
-57% -$358K 0.03% 448
2024
Q1 		$536K Buy
5,618
+1,754
+45% +$148K 0.05% 182
2023
Q4 		$303K Buy
+3,864
New +$302K 0.03% 439

Other funds holding KEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Petrus Trust Company's KEX Position: Q2 2025 in Review

Petrus Trust Company sold out of Kirby Corp (KEX) in Q2 2025, closing a stake of 3,859 shares — an estimated $390K sold.

Petrus Trust Company first reported a position in KEX in Q4 2023 and held it in 5 quarters. The position peaked at $654K in Q4 2024. 408 funds tracked by Wall St. Rank hold KEX as of Q2 2025.

  • Petrus Trust Company reported no remaining Kirby Corp position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 3,859 Kirby Corp shares in Q2 2025, an estimated $390K.
  • Petrus Trust Company first reported a position in Kirby Corp in Q4 2023 and held it in 5 quarters.
  • Petrus Trust Company's Kirby Corp position peaked at $654K in Q4 2024.
  • 408 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.