LAWOOD & CO PSX — PHILLIPS 66

Ownership history in LAWOOD & CO  ·  4 quarters on record

AI Ownership Summary

LAWOOD & CO reported PHILLIPS 66 (PSX) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.39% in 2026 Q3. The latest visible filing shows PSX at 0.39% 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 LAWOOD & CO's position in PHILLIPS 66, 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
2026 Q3

PSX was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2026 Q3

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

Time in book
Holding Window
2025 Q4 to 2026 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 LAWOOD & CO fund profile LAWOOD & CO full holdings
How LAWOOD & CO 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 2,222 — 0% 0.39% $567K 2026-10-09 $278.18
2026 Q2 UNCHANGED — — — 2,222 — 0% 0.25% $376K 2026-07-13 $197.24
2026 Q1 REDUCED — — — 2,222 -75 -3.3% 0.38% $405K 2026-04-14 $156.78
2025 Q4 INITIATED — — — 2,297 — — 0.28% $296K 2026-02-05 $151.26

🏢 Other funds also holding PSX

As of 2026 Q3 — sorted by position size

Retireful, LLC 3Y 1.76% O'Keefe Stevens Advisory, Inc. 3Y 7Y 1.51% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 1.19% ALKEME WEALTH, LLC 3Y 7Y 1.06% Mirador Capital Partners LP 3Y 7Y 0.88% Monument Capital Management 3Y 7Y 0.69% Baring Financial LLC 0.69% Venture Visionary Partners LLC 3Y 0.54% Artemis Investment Management LLP 3Y 7Y 0.47% Persium Advisors, LLC 0.39%

FAQ About LAWOOD & CO and PSX

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

How long has LAWOOD & CO reported owning PSX?

LAWOOD & CO reported PSX across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported PSX position in LAWOOD & CO's portfolio?

The largest reported portfolio weight for PSX was 0.39% in 2026 Q3.

What is the latest reported PSX position on this page?

The most recent filing on this page is 2026 Q3, when LAWOOD & CO reported 2,222 shares, equal to 0.39% of portfolio, with an estimated market value of $567K.

What does the chart on this PSX ownership page compare?

The chart compares LAWOOD & CO'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.

← Back to LAWOOD & CO Holdings