Keebeck Wealth Management
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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
Q3 		$630K Sell
2,467
-90
-4% -$20.6K 0.06% 224
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Keebeck Wealth Management reduced its Phillips 66 (PSX) stake by 3.5% in Q3 2026, selling an estimated $20.6K and leaving 2,467 shares worth $630K. The position accounts for 0.06% of the portfolio, ranked #224.

Keebeck Wealth Management first reported a position in PSX in Q2 2020 and has held it in 5 quarters since. 2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Keebeck Wealth Management held 2,467 shares of Phillips 66 worth $630K as of Q3 2026.
  • Keebeck Wealth Management sold 90 Phillips 66 shares in Q3 2026, an estimated $20.6K.
  • Phillips 66 made up 0.06% of Keebeck Wealth Management's portfolio in Q3 2026, its #224 holding.
  • Keebeck Wealth Management first reported a position in Phillips 66 in Q2 2020 and has held it in 5 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Keebeck Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.