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KCM Investment Advisors’s Phillips 66 PSX Stock Holding History

KCM Investment Advisors’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 		$831K Sell
4,918
-145
-3% -$25K 0.02% 235
2026
Q1 		$922K Buy
5,063
+463
+10% +$72.6K 0.03% 215
2025
Q4 		$594K Sell
4,600
-36
-0.8% -$4.84K 0.02% 254
2025
Q3 		$631K Buy
4,636
+74
+2% +$9.48K 0.02% 249
2025
Q2 		$544K Sell
4,562
-40
-0.9% -$4.48K 0.02% 261
2025
Q1 		$568K Sell
4,602
-125
-3% -$15.4K 0.02% 247
2024
Q4 		$539K Hold
4,727
– – 0.02% 251
2024
Q3 		$621K Hold
4,727
– – 0.02% 248
2024
Q2 		$667K Hold
4,727
– – 0.02% 241
2024
Q1 		$772K Buy
4,727
+814
+21% +$117K 0.03% 227
2023
Q4 		$521K Buy
3,913
+21
+0.5% +$2.51K 0.02% 248
2023
Q3 		$468K Buy
3,892
+50
+1% +$5.61K 0.02% 255
2023
Q2 		$366K Sell
3,842
-105
-3% -$10.2K 0.01% 298
2023
Q1 		$400K Buy
3,947
+97
+3% +$9.86K 0.02% 294
2022
Q4 		$401K Buy
+3,850
New +$394K 0.02% 286
2022
Q3 		– Sell
-4,814
Closed -$395K – 393
2022
Q2 		$395K Buy
4,814
+1,076
+29% +$99.5K 0.02% 286
2022
Q1 		$323K Sell
3,738
-256
-6% -$21.5K 0.01% 347
2021
Q4 		$289K Sell
3,994
-36
-0.9% -$2.72K 0.01% 347
2021
Q3 		$282K Sell
4,030
-325
-7% -$23.5K 0.01% 337
2021
Q2 		$374K Hold
4,355
– – 0.02% 302
2021
Q1 		$355K Buy
4,355
+235
+6% +$18.4K 0.02% 287
2020
Q4 		$288K Buy
+4,120
New +$242K 0.01% 295
2020
Q1 		– Sell
-2,881
Closed -$321K – 333
2019
Q4 		$321K Hold
2,881
– – 0.02% 286
2019
Q3 		$295K Hold
2,881
– – 0.02% 287
2019
Q2 		$269K Sell
2,881
-5,066
-64% -$455K 0.02% 289
2019
Q1 		$756K Buy
+7,947
New +$755K 0.05% 189
2018
Q4 		– Sell
-2,040
Closed -$230K – 502
2018
Q3 		$230K Sell
2,040
-69
-3% -$7.98K 0.01% 478
2018
Q2 		$237K Sell
2,109
-500
-19% -$56.2K 0.01% 471
2018
Q1 		$250K Sell
2,609
-80
-3% -$7.79K 0.02% 465
2017
Q4 		$272K Buy
2,689
+185
+7% +$17.6K 0.02% 453
2017
Q3 		$229K Sell
2,504
-565
-18% -$47.9K 0.01% 484
2017
Q2 		$254K Sell
3,069
-585
-16% -$45.9K 0.02% 469
2017
Q1 		$289K Hold
3,654
– – 0.02% 446
2016
Q4 		$316K Sell
3,654
-873
-19% -$72.6K 0.02% 428
2016
Q3 		$365K Buy
4,527
+53
+1% +$4.12K 0.03% 418
2016
Q2 		$355K Buy
4,474
+1,117
+33% +$91.2K 0.02% 408
2016
Q1 		$291K Buy
3,357
+220
+7% +$17.9K 0.02% 420
2015
Q4 		$257K Buy
3,137
+266
+9% +$23K 0.02% 445
2015
Q3 		$221K Sell
2,871
-163
-5% -$13K 0.02% 476
2015
Q2 		$244K Buy
3,034
+234
+8% +$18.6K 0.02% 478
2015
Q1 		$220K Buy
+2,800
New +$206K 0.02% 492
2014
Q2 		– Sell
-5,249
Closed -$404K – 494
2014
Q1 		$404K Buy
5,249
+2,213
+73% +$168K 0.04% 322
2013
Q4 		$234K Sell
3,036
-544
-15% -$36.3K 0.03% 404
2013
Q3 		$207K Buy
3,580
+164
+5% +$9.51K 0.02% 412
2013
Q2 		$201K Buy
+3,416
New +$215K 0.02% 409

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

KCM Investment Advisors's PSX Position: Q2 2026 in Review

KCM Investment Advisors reduced its Phillips 66 (PSX) stake by 2.9% in Q2 2026, selling an estimated $25K and leaving 4,918 shares worth $831K. The position accounts for 0.02% of the portfolio, ranked #235.

KCM Investment Advisors first reported a position in PSX in Q2 2013 and has held it in 45 quarters since. The position peaked at $922K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • KCM Investment Advisors held 4,918 shares of Phillips 66 worth $831K as of Q2 2026.
  • KCM Investment Advisors sold 145 Phillips 66 shares in Q2 2026, an estimated $25K.
  • Phillips 66 made up 0.02% of KCM Investment Advisors's portfolio in Q2 2026, its #235 holding.
  • KCM Investment Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 45 quarters since.
  • KCM Investment Advisors's Phillips 66 position peaked at $922K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.