Phillips 66 $PSX Stock Holdings Lessened by Lawson Kroeker Investment Management Inc. NE

Lawson Kroeker Investment Management Inc. NE lowered its stake in shares of Phillips 66 (NYSE:PSX) by 31.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 102,964 shares of the oil and gas company’s stock after selling 46,652 shares during the period. Phillips 66 accounts for approximately 4.0% of Lawson Kroeker Investment Management Inc. NE’s portfolio, making the stock its 7th biggest holding. Lawson Kroeker Investment Management Inc. NE’s holdings in Phillips 66 were worth $13,286,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Evolution Wealth Management Inc. purchased a new position in Phillips 66 in the 2nd quarter valued at about $25,000. Board of the Pension Protection Fund acquired a new stake in shares of Phillips 66 during the 4th quarter worth about $26,000. Stephens Consulting LLC grew its holdings in shares of Phillips 66 by 67.7% during the fourth quarter. Stephens Consulting LLC now owns 223 shares of the oil and gas company’s stock worth $29,000 after buying an additional 90 shares in the last quarter. Dorato Capital Management purchased a new stake in shares of Phillips 66 during the fourth quarter worth about $35,000. Finally, Winnow Wealth LLC acquired a new position in shares of Phillips 66 in the third quarter valued at approximately $36,000. Hedge funds and other institutional investors own 76.93% of the company’s stock.

More Phillips 66 News

Here are the key news stories impacting Phillips 66 this week:

• Positive Sentiment: Analyst upgrade: UBS raised its PSX price target to $212 and maintained a Buy rating, implying meaningful upside versus recent levels. Phillips 66 (NYSE:PSX) Price Target Raised to $212.00 at UBS Group
• Positive Sentiment: Additional broker support: Wells Fargo and TD Cowen also boosted targets/ratings this week, reinforcing analyst conviction that refining/midstream fundamentals and dividends justify higher valuations. Wells Fargo Increases Phillips 66 Price Target to $201
• Positive Sentiment: Earnings momentum: Coverage notes Phillips 66 has a strong history of beating earnings and consensus models expect substantial year‑over‑year EPS growth for Q1, a near‑term catalyst if results meet or beat. Will Phillips 66 (PSX) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Upcoming catalyst: Q1 earnings are due later this month — results and management commentary will likely determine near‑term direction and validate (or reverse) recent upgrades. Phillips 66’s Q1 2026 Earnings: What to Expect
• Neutral Sentiment: Valuation/metrics: At a market cap ~ $70.6B with a mid‑teens P/E and moderate leverage, PSX looks attractively priced to some analysts but remains sensitive to refining margins and commodity swings. MarketBeat PSX Summary
• Negative Sentiment: Insider selling: CFO Kevin Mitchell sold 15,629 shares (~$2.97M) at about $190/share (SEC filing); while not uncommon, the sale reduces insider ownership and may raise short‑term caution premiums. SEC Form 4 – Kevin Mitchell
• Negative Sentiment: Recent price weakness: PSX pulled back in recent sessions (~3.6% drop noted in headlines), signaling near‑term volatility despite analyst enthusiasm. Phillips 66 (PSX) Stock Dips While Market Gains
• Negative Sentiment: Broader insider dispositions: Media reports of cumulative insider selling over the past year may concern some investors about near‑term conviction. Insider Selling Coverage

Analyst Ratings Changes

PSX has been the topic of several recent analyst reports. Piper Sandler upped their price objective on shares of Phillips 66 from $153.00 to $156.00 and gave the company a “neutral” rating in a research note on Thursday, February 5th. Scotiabank raised shares of Phillips 66 to a “hold” rating in a research note on Friday, March 27th. Wolfe Research boosted their price target on Phillips 66 from $159.00 to $164.00 and gave the company an “outperform” rating in a report on Monday, January 26th. JPMorgan Chase & Co. decreased their price objective on Phillips 66 from $154.00 to $151.00 and set an “overweight” rating on the stock in a report on Tuesday, January 13th. Finally, Zacks Research downgraded Phillips 66 from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Phillips 66 currently has an average rating of “Moderate Buy” and an average price target of $171.78.

Insiders Place Their Bets

In other Phillips 66 news, CFO Kevin J. Mitchell sold 15,629 shares of the company’s stock in a transaction that occurred on Monday, March 30th. The stock was sold at an average price of $190.07, for a total value of $2,970,604.03. Following the completion of the transaction, the chief financial officer owned 97,376 shares in the company, valued at $18,508,256.32. This represents a 13.83% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Kevin Omar Meyers acquired 175 shares of the stock in a transaction on Tuesday, March 17th. The stock was purchased at an average cost of $173.20 per share, with a total value of $30,310.00. Following the transaction, the director directly owned 16,624 shares of the company’s stock, valued at $2,879,276.80. This represents a 1.06% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last quarter, insiders have sold 100,317 shares of company stock valued at $17,036,749. Company insiders own 0.22% of the company’s stock.

Phillips 66 Stock Performance

Shares of PSX stock opened at $176.17 on Friday. The company has a current ratio of 1.30, a quick ratio of 0.91 and a debt-to-equity ratio of 0.62. The company has a market cap of $70.60 billion, a PE ratio of 16.28, a P/E/G ratio of 0.31 and a beta of 0.76. The company’s fifty day simple moving average is $163.10 and its 200-day simple moving average is $144.94. Phillips 66 has a 52 week low of $91.01 and a 52 week high of $190.61.

Phillips 66 (NYSE:PSX) last announced its quarterly earnings results on Wednesday, February 4th. The oil and gas company reported $2.47 earnings per share for the quarter, topping analysts’ consensus estimates of $2.15 by $0.32. Phillips 66 had a net margin of 3.22% and a return on equity of 9.13%. The firm had revenue of $32.16 billion during the quarter, compared to analysts’ expectations of $33.81 billion. During the same period in the prior year, the company earned ($0.15) EPS. As a group, equities research analysts anticipate that Phillips 66 will post 6.8 EPS for the current year.

Phillips 66 Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, March 4th. Stockholders of record on Monday, February 23rd were given a $1.27 dividend. The ex-dividend date of this dividend was Monday, February 23rd. This is a positive change from Phillips 66’s previous quarterly dividend of $1.20. This represents a $5.08 annualized dividend and a dividend yield of 2.9%. Phillips 66’s dividend payout ratio (DPR) is currently 46.95%.

About Phillips 66

Phillips 66 (NYSE: PSX) is an independent energy manufacturing and logistics company engaged primarily in refining, midstream transportation, marketing and chemicals. The company processes crude oil into transportation fuels, lubricants and other petroleum products, operates pipeline and storage infrastructure, and participates in petrochemical production through strategic investments. Phillips 66 serves commercial, industrial and retail customers and positions its operations across the value chain of the downstream energy sector.

The company’s principal activities include refining crude oil into gasoline, diesel, jet fuel and feedstocks for petrochemical production; operating midstream assets such as pipelines, terminals and fractionators that move and store crude oil and natural gas liquids; and marketing and distributing fuels and lubricants through wholesale and retail channels.