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Keel Point’s Phillips 66 PSX Stock Holding History

Keel Point’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 		$650K Buy
3,845
+151
+4% +$26K 0.04% 241
2026
Q1 		$673K Sell
3,694
-72
-2% -$11.3K 0.04% 220
2025
Q4 		$486K Buy
3,766
+160
+4% +$21.5K 0.03% 304
2025
Q3 		$490K Buy
3,606
+89
+3% +$11.4K 0.03% 302
2025
Q2 		$420K Sell
3,517
-382
-10% -$42.8K 0.03% 333
2025
Q1 		$481K Buy
3,899
+476
+14% +$58.7K 0.04% 262
2024
Q4 		$390K Buy
3,423
+167
+5% +$21.2K 0.03% 278
2024
Q3 		$428K Sell
3,256
-248
-7% -$33.5K 0.04% 265
2024
Q2 		$472K Buy
3,504
+1,885
+116% +$279K 0.04% 239
2024
Q1 		$264K Buy
+1,619
New +$233K 0.03% 312
2023
Q4 		– Sell
-1,671
Closed -$201K – 359
2023
Q3 		$201K Buy
+1,671
New +$188K 0.03% 304

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

Keel Point's PSX Position: Q2 2026 in Review

Keel Point increased its Phillips 66 (PSX) stake by 4.1% in Q2 2026, buying an estimated $26K and bringing the position to 3,845 shares worth $650K. The position accounts for 0.04% of the portfolio, ranked #241.

Keel Point first reported a position in PSX in Q3 2023 and has held it in 11 quarters since. The position peaked at $673K in Q1 2026. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Keel Point held 3,845 shares of Phillips 66 worth $650K as of Q2 2026.
  • Keel Point bought 151 Phillips 66 shares in Q2 2026, an estimated $26K.
  • Phillips 66 made up 0.04% of Keel Point's portfolio in Q2 2026, its #241 holding.
  • Keel Point first reported a position in Phillips 66 in Q3 2023 and has held it in 11 quarters since.
  • Keel Point's Phillips 66 position peaked at $673K in Q1 2026.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.