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Keeley-Teton Advisors’s Phillips 66 PSX Stock Holding History

Keeley-Teton Advisors’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
2025
Q1 		$1.22M Sell
9,876
-233
-2% -$28.7K 0.15% 204
2024
Q4 		$1.15M Buy
10,109
+527
+5% +$67K 0.13% 213
2024
Q3 		$1.26M Buy
+9,582
New +$1.29M 0.14% 213

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Keeley-Teton Advisors's PSX Position: Q1 2025 in Review

Keeley-Teton Advisors reduced its Phillips 66 (PSX) stake by 2.3% in Q1 2025, selling an estimated $28.7K and leaving 9,876 shares worth $1.22M. The position accounts for 0.15% of the portfolio, ranked #204.

Keeley-Teton Advisors first reported a position in PSX in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.26M in Q3 2024. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Keeley-Teton Advisors held 9,876 shares of Phillips 66 worth $1.22M as of Q1 2025.
  • Keeley-Teton Advisors sold 233 Phillips 66 shares in Q1 2025, an estimated $28.7K.
  • Phillips 66 made up 0.15% of Keeley-Teton Advisors's portfolio in Q1 2025, its #204 holding.
  • Keeley-Teton Advisors first reported a position in Phillips 66 in Q3 2024 and has held it in 3 quarters since.
  • Keeley-Teton Advisors's Phillips 66 position peaked at $1.26M in Q3 2024.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Keeley-Teton Advisors's 13F filing for Q1 2025, filed 14 May 2025.