Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Phillips 66 PSX Stock Holding History

Kayne Anderson Rudnick Investment 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
Q2 		$163K Sell
963
-29
-3% -$4.99K ﹤0.01% 552
2026
Q1 		$181K Sell
992
-21
-2% -$3.29K ﹤0.01% 509
2025
Q4 		$131K Hold
1,013
– – ﹤0.01% 535
2025
Q3 		$138K Hold
1,013
– – ﹤0.01% 527
2025
Q2 		$121K Buy
1,013
+18
+2% +$2.02K ﹤0.01% 536
2025
Q1 		$123K Sell
995
-12
-1% -$1.48K ﹤0.01% 521
2024
Q4 		$115K Buy
1,007
+224
+29% +$28.5K ﹤0.01% 493
2024
Q3 		$103K Hold
783
– – ﹤0.01% 497
2024
Q2 		$111K Buy
783
+10
+1% +$1.48K ﹤0.01% 491
2024
Q1 		$126K Buy
773
+23
+3% +$3.31K ﹤0.01% 488
2023
Q4 		$99.9K Buy
750
+33
+5% +$3.94K ﹤0.01% 479
2023
Q3 		$86.2K Buy
717
+34
+5% +$3.82K ﹤0.01% 473
2023
Q2 		$65.2K Buy
683
+6
+0.9% +$583 ﹤0.01% 485
2023
Q1 		$68.6K Buy
677
+6
+0.9% +$610 ﹤0.01% 474
2022
Q4 		$69.8K Buy
671
+21
+3% +$2.15K ﹤0.01% 490
2022
Q3 		$52K Buy
650
+200
+44% +$17K ﹤0.01% 479
2022
Q2 		$37K Hold
450
– – ﹤0.01% 485
2022
Q1 		$39K Hold
450
– – ﹤0.01% 470
2021
Q4 		$33K Hold
450
– – ﹤0.01% 490
2021
Q3 		$32K Hold
450
– – ﹤0.01% 483
2021
Q2 		$39K Hold
450
– – ﹤0.01% 478
2021
Q1 		$37K Hold
450
– – ﹤0.01% 473
2020
Q4 		$31K Hold
450
– – ﹤0.01% 459
2020
Q3 		$23K Hold
450
– – ﹤0.01% 444
2020
Q2 		$32K Sell
450
-1,154
-72% -$81.7K ﹤0.01% 420
2020
Q1 		$86K Buy
1,604
+1,131
+239% +$92K ﹤0.01% 373
2019
Q4 		$53K Buy
473
+23
+5% +$2.58K ﹤0.01% 384
2019
Q3 		$46K Hold
450
– – ﹤0.01% 374
2019
Q2 		$42K Buy
+450
New +$40.4K ﹤0.01% 373

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's PSX Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Phillips 66 (PSX) stake by 2.9% in Q2 2026, selling an estimated $4.99K and leaving 963 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Kayne Anderson Rudnick Investment Management first reported a position in PSX in Q2 2019 and has held it in 29 quarters since. The position peaked at $181K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 963 shares of Phillips 66 worth $163K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 29 Phillips 66 shares in Q2 2026, an estimated $4.99K.
  • Phillips 66 made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #552 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Phillips 66 in Q2 2019 and has held it in 29 quarters since.
  • Kayne Anderson Rudnick Investment Management's Phillips 66 position peaked at $181K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.