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Keebeck Wealth Management’s Phillips 66 PSX Stock Holding History

Keebeck 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
Q2 		$432K Buy
2,557
+381
+18% +$65.6K 0.04% 288
2026
Q1 		$396K Buy
+2,176
New +$341K 0.04% 262
2025
Q4 		– Sell
-1,537
Closed -$209K – 381
2025
Q3 		$209K Buy
+1,537
New +$197K 0.02% 346
2020
Q3 		– Sell
-965
Closed -$69K – 313
2020
Q2 		$69K Buy
+965
New +$68.3K 0.02% 197

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

Keebeck Wealth Management's PSX Position: Q2 2026 in Review

Keebeck Wealth Management increased its Phillips 66 (PSX) stake by 18% in Q2 2026, buying an estimated $65.6K and bringing the position to 2,557 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #288.

Keebeck Wealth Management first reported a position in PSX in Q2 2020 and has held it in 4 quarters since. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Keebeck Wealth Management held 2,557 shares of Phillips 66 worth $432K as of Q2 2026.
  • Keebeck Wealth Management bought 381 Phillips 66 shares in Q2 2026, an estimated $65.6K.
  • Phillips 66 made up 0.04% of Keebeck Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Keebeck Wealth Management first reported a position in Phillips 66 in Q2 2020 and has held it in 4 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.