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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kelleher Financial Advisors's PSX Position: Q1 2026 in Review

Kelleher Financial Advisors sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 144 shares — an estimated $18.6K sold.

Kelleher Financial Advisors first reported a position in PSX in Q2 2013 and held it in 17 quarters. The position peaked at $1.13M in Q2 2013. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Kelleher Financial Advisors reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
Kelleher Financial Advisors sold 144 Phillips 66 shares in Q1 2026, an estimated $18.6K.
Kelleher Financial Advisors first reported a position in Phillips 66 in Q2 2013 and held it in 17 quarters.
Kelleher Financial Advisors's Phillips 66 position peaked at $1.13M in Q2 2013.
2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.