Kelleher Financial Advisors’s Phillips 66 PSX Stock Holding History

Kelleher Financial 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
2026 Q2	$28.9K	Buy	+171	New	+$29.4K	﹤0.01%	502
2026 Q1	–	Sell	-144	Closed	-$18.6K	–	701
2025 Q4	$18.6K	Hold	144	–	–	﹤0.01%	517
2025 Q3	$19.6K	Buy	+144	New	+$18.4K	﹤0.01%	438
2017 Q1	–	Sell	-5,478	Closed	-$473K	–	124
2016 Q4	$473K	Hold	5,478	–	–	0.26%	82
2016 Q3	$441K	Buy	5,478 +50	+0.9%	+$3.89K	0.25%	80
2016 Q2	$430K	Sell	5,428 -550	-9%	-$44.9K	0.26%	77
2016 Q1	$517K	Hold	5,978	–	–	0.29%	82
2015 Q4	$489K	Hold	5,978	–	–	0.33%	69
2015 Q3	$459K	Sell	5,978 -600	-9%	-$47.7K	0.3%	69
2015 Q2	$529K	Sell	6,578 -93	-1%	-$7.39K	0.3%	67
2015 Q1	$524K	Sell	6,671 -518	-7%	-$38K	0.29%	65
2014 Q4	$515K	Hold	7,189	–	–	0.28%	66
2014 Q3	$564K	Sell	7,189 -1,250	-15%	-$104K	0.31%	67
2014 Q2	$679K	Hold	8,439	–	–	0.35%	56
2014 Q1	$650K	Hold	8,439	–	–	0.35%	57
2013 Q4	$651K	Sell	8,439 -10,500	-55%	-$700K	0.34%	54
2013 Q3	$1.09M	Sell	18,939 -280	-1%	-$16.2K	0.63%	46
2013 Q2	$1.13M	Buy	+19,219	New	+$1.21M	0.69%	45

Other funds holding PSX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kelleher Financial Advisors's PSX Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Phillips 66 (PSX) in Q2 2026: 171 shares worth $28.9K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in PSX as recently as Q4 2025.

Kelleher Financial Advisors first reported a position in PSX in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.13M in Q2 2013. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Kelleher Financial Advisors held 171 shares of Phillips 66 worth $28.9K as of Q2 2026.
Phillips 66 was a new Kelleher Financial Advisors position in Q2 2026.
Phillips 66 made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #502 holding.
Kelleher Financial Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 18 quarters since.
Kelleher Financial Advisors's Phillips 66 position peaked at $1.13M in Q2 2013.
2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.