BKM Wealth Management
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BKM Wealth Management’s Phillips 66 PSX Stock Holding History

BKM Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$494K Buy
1,936
+3
+0.2% +$685 0.16% 110
2026
Q2 		$327K Sell
1,933
-24
-1% -$4.13K 0.12% 122
2026
Q1 		$357K Sell
1,957
-38
-2% -$5.96K 0.13% 117
2025
Q4 		$257K Sell
1,995
-32
-2% -$4.31K 0.09% 135
2025
Q3 		$276K Sell
2,027
-232
-10% -$29.7K 0.1% 133
2025
Q2 		$269K Buy
2,259
+7
+0.3% +$784 0.11% 133
2025
Q1 		$278K Sell
2,252
-1,221
-35% -$150K 0.11% 132
2024
Q4 		$396K Sell
3,473
-990
-22% -$126K 0.16% 117
2024
Q3 		$587K Sell
4,463
-10,300
-70% -$1.39M 0.24% 105
2024
Q2 		$2.08M Sell
14,763
-1,301
-8% -$193K 1% 26
2024
Q1 		$2.62M Buy
16,064
+568
+4% +$81.9K 1.13% 20
2023
Q4 		$2.06M Buy
+15,496
New +$1.85M 0.88% 24

Other funds holding PSX

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

BKM Wealth Management's PSX Position: Q3 2026 in Review

BKM Wealth Management increased its Phillips 66 (PSX) stake by 0.16% in Q3 2026, buying an estimated $685 and bringing the position to 1,936 shares worth $494K. The position accounts for 0.16% of the portfolio, ranked #110.

BKM Wealth Management first reported a position in PSX in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.62M in Q1 2024. 1,200 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • BKM Wealth Management held 1,936 shares of Phillips 66 worth $494K as of Q3 2026.
  • BKM Wealth Management bought 3 Phillips 66 shares in Q3 2026, an estimated $685.
  • Phillips 66 made up 0.16% of BKM Wealth Management's portfolio in Q3 2026, its #110 holding.
  • BKM Wealth Management first reported a position in Phillips 66 in Q4 2023 and has held it in 12 quarters since.
  • BKM Wealth Management's Phillips 66 position peaked at $2.62M in Q1 2024.
  • 1,200 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.