SEC 13F Intelligence

Lsv Asset Management / PSX

Lsv Asset Management’s Phillips 66 Position

Does Lsv Asset Management own Phillips 66 (PSX)? Yes — 790.6K shares worth $144M (+0.31% of its 13F portfolio) as of Q1 2026, down from 837.3K shares the prior filed quarter.

Position Value
$144M
Q1 2026
Shares
790.6K
% of Portfolio
+0.31%
Quarters Held
30
currently held

Position History PSX

Reported value by quarter
Q4 ’18: $276MQ4 ’18Q1 ’19: $437MQ2 ’19: $440MQ3 ’19: $472MQ4 ’19: $529MQ4 ’19Q1 ’20: $248MQ2 ’20: $342MQ3 ’20: $230MQ4 ’20: $280MQ4 ’20Q1 ’21: $249MQ2 ’21: $195MQ3 ’21: $146MQ4 ’21: $149MQ4 ’21Q1 ’22: $203MQ2 ’22: $219MQ3 ’22: $224MQ4 ’22: $277MQ4 ’22Q1 ’23: $195MQ2 ’23: $186MQ3 ’23: $232MQ4 ’23: $262MQ4 ’23Q1 ’24: $319MQ2 ’24: $269MQ3 ’24: $244MQ4 ’24: $196MQ4 ’24Q1 ’25: $187MQ2 ’25: $170MQ3 ’25: $115MQ4 ’25: $108MQ4 ’25Q1 ’26: $144Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026790.6K$144M+0.31%
Q4 2025837.3K$108M+0.24%
Q3 2025844.7K$115M+0.25%
Q2 20251.42M$170M+0.40%
Q1 20251.51M$187M+0.45%
Q4 20241.72M$196M+0.45%
Q3 20241.86M$244M+0.52%
Q2 20241.91M$269M+0.59%
Q1 20241.95M$319M+0.66%
Q4 20231.97M$262M+0.57%
Q3 20231.93M$232M+0.54%
Q2 20231.95M$186M+0.41%
Q1 20231.93M$195M+0.44%
Q4 20222.66M$277M+0.61%
Q3 20222.77M$224M+0.53%
Q2 20222.67M$219M+0.47%
Q1 20222.35M$203M+0.37%
Q4 20212.05M$149M+0.26%
Q3 20212.08M$146M+0.26%
Q2 20212.27M$195M+0.33%
Q1 20213.05M$249M+0.42%
Q4 20204.01M$280M+0.51%
Q3 20204.44M$230M+0.47%
Q2 20204.75M$342M+0.71%
Q1 20204.62M$248M+0.60%
Q4 20194.75M$529M+0.82%
Q3 20194.61M$472M+0.78%
Q2 20194.70M$440M+0.71%
Q1 20194.59M$437M+0.70%
Q4 20183.20M$276M+0.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lsv Asset Management’s full portfolio or all institutional holders of PSX.