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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Keel Point's PSX Position: Q1 2026 in Review

Keel Point reduced its Phillips 66 (PSX) stake by 1.9% in Q1 2026, selling an estimated $11.3K and leaving 3,694 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #220.

Keel Point first reported a position in PSX in Q3 2023 and has held it in 10 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Keel Point held 3,694 shares of Phillips 66 worth $673K as of Q1 2026.
  • Keel Point sold 72 Phillips 66 shares in Q1 2026, an estimated $11.3K.
  • Phillips 66 made up 0.04% of Keel Point's portfolio in Q1 2026, its #220 holding.
  • Keel Point first reported a position in Phillips 66 in Q3 2023 and has held it in 10 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.