KELLY LAWRENCE W & ASSOCIATES INC/CA PSX — Phillips 66 Com

Ownership history in KELLY LAWRENCE W & ASSOCIATES INC/CA  ·  7 quarters on record

AI Ownership Summary

KELLY LAWRENCE W & ASSOCIATES INC/CA reported Phillips 66 Com (PSX) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.08% in 2024 Q3. The latest visible filing shows PSX at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KELLY LAWRENCE W & ASSOCIATES INC/CA's position in Phillips 66 Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PSX was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSX stock page KELLY LAWRENCE W & ASSOCIATES INC/CA fund profile KELLY LAWRENCE W & ASSOCIATES INC/CA full holdings
How KELLY LAWRENCE W & ASSOCIATES INC/CA held PSX — position size vs. price
% of Fund (quarterly)    PSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 1,758 — 0% 0.06% $239K 2025-11-14 $138.96
2025 Q2 UNCHANGED — — — 1,758 — 0% 0.05% $210K 2025-08-14 $118.66
2025 Q1 UNCHANGED — — — 1,758 — 0% 0.05% $217K 2025-05-14 $119.42
2024 Q4 REDUCED 36.4% +9.4% ❌ 1,758 -1,005 -36.4% 0.05% $200K 2025-02-13 $119.15
2024 Q3 ADDED — — — 2,763 +1,005 +57.2% 0.08% $363K 2024-11-14 $122.07
2024 Q2 ADDED — — — 1,758 +1,005 +133.5% 0.06% $248K 2024-08-13 $125.63
2024 Q1 INITIATED — — — 753 — — 0.03% $123K 2024-05-15 $135.33

🏢 Other funds also holding PSX

As of 2026 Q2 — sorted by position size

Advisory Resource Group 3Y 7Y 4.92% F&V Capital Management, LLC 3Y 7Y 4.38% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 3.88% TRAN CAPITAL MANAGEMENT, L.P. 3Y 7Y 3.68% MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 3.67% Eldred Rock Partners, LLC 3.56% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 3.17% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 3.13% Wallington Asset Management, LLC 3Y 7Y 2.77% TORRAY INVESTMENT PARTNERS LLC 3Y 7Y 2.69%

FAQ About KELLY LAWRENCE W & ASSOCIATES INC/CA and PSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has KELLY LAWRENCE W & ASSOCIATES INC/CA reported owning PSX?

KELLY LAWRENCE W & ASSOCIATES INC/CA reported PSX across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported PSX position in KELLY LAWRENCE W & ASSOCIATES INC/CA's portfolio?

The largest reported portfolio weight for PSX was 0.08% in 2024 Q3.

What is the latest reported PSX position on this page?

The most recent filing on this page is 2025 Q3, when KELLY LAWRENCE W & ASSOCIATES INC/CA reported 1,758 shares, equal to 0.06% of portfolio, with an estimated market value of $239K.

What does the chart on this PSX ownership page compare?

The chart compares KELLY LAWRENCE W & ASSOCIATES INC/CA's quarterly PSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KELLY LAWRENCE W & ASSOCIATES INC/CA time their PSX position?

Based on 13F filing dates vs. subsequent PSX price moves, KELLY LAWRENCE W & ASSOCIATES INC/CA correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on PSX relative to SPY over the holding period was -14.2%.

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