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Keating Financial Advisory Services’s Phillips 66 PSX Stock Holding History

Keating Financial Advisory Services’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 		$302K Buy
1,787
+68
+4% +$11.7K 0.04% 292
2026
Q1 		$313K Sell
1,719
-12
-0.7% -$1.88K 0.05% 253
2025
Q4 		$223K Buy
+1,731
New +$233K 0.03% 348

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

Keating Financial Advisory Services's PSX Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Phillips 66 (PSX) stake by 4% in Q2 2026, buying an estimated $11.7K and bringing the position to 1,787 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #292.

Keating Financial Advisory Services first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $313K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Keating Financial Advisory Services held 1,787 shares of Phillips 66 worth $302K as of Q2 2026.
  • Keating Financial Advisory Services bought 68 Phillips 66 shares in Q2 2026, an estimated $11.7K.
  • Phillips 66 made up 0.04% of Keating Financial Advisory Services's portfolio in Q2 2026, its #292 holding.
  • Keating Financial Advisory Services first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Phillips 66 position peaked at $313K in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.