SEC 13F Intelligence

Lrt Capital Management, LLC / PSX

Lrt Capital Management, LLC’s Phillips 66 Position

Does Lrt Capital Management, LLC own Phillips 66 (PSX)? Yes — 8.4K shares worth $2M (+1.43% of its 13F portfolio) as of Q1 2026, up from 7.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
8.4K
% of Portfolio
+1.43%
Quarters Held
9
currently held

Position History PSX

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $597,149Q2 ’24Q4 ’24: $892,300Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ3 ’25: $678,237Q3 ’25Q4 ’25: $936,443Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.4K$2M+1.43%
Q4 20257.3K$936,443+0.80%
Q3 20255.0K$678,237+0.45%
Q2 202522.0K$3M+1.56%
Q1 202515.2K$2M+1.29%
Q4 20247.8K$892,300+0.70%
Q2 20244.2K$597,149+0.56%
Q1 202411.5K$2M+1.69%
Q4 202318.7K$2M+2.35%

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