Keener Financial Planning’s Phillips 66 PSX Stock Holding History

Keener Financial Planning’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 Q4	–	Sell	-82	Closed	-$11K	–	160
2025 Q3	$11K	Hold	82	–	–	0.01%	153
2025 Q2	$9K	Hold	82	–	–	﹤0.01%	166
2025 Q1	$10K	Hold	82	–	–	0.01%	123
2024 Q4	$9K	Hold	82	–	–	0.01%	137
2024 Q3	$10K	Hold	82	–	–	0.01%	132
2024 Q2	$11K	Sell	82 -77	-48%	-$11.4K	0.01%	134
2024 Q1	$26K	Buy	+159	New	+$22.9K	0.02%	114

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Keener Financial Planning's PSX Position: Q4 2025 in Review

Keener Financial Planning sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 82 shares — an estimated $11K sold.

Keener Financial Planning first reported a position in PSX in Q1 2024 and held it in 7 quarters. The position peaked at $26K in Q1 2024. 1,905 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

Keener Financial Planning reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 82 Phillips 66 shares in Q4 2025, an estimated $11K.
Keener Financial Planning first reported a position in Phillips 66 in Q1 2024 and held it in 7 quarters.
Keener Financial Planning's Phillips 66 position peaked at $26K in Q1 2024.
1,905 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.