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Kera Capital Partners’s Phillips 66 PSX Stock Holding History

Kera Capital Partners’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 		$428K Sell
2,534
-59
-2% -$10.2K 0.04% 378
2026
Q1 		$472K Buy
2,593
+171
+7% +$26.8K 0.06% 269
2025
Q4 		$348K Buy
2,422
+165
+7% +$22.2K 0.04% 360
2025
Q3 		$307K Buy
+2,257
New +$289K 0.05% 288

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kera Capital Partners's PSX Position: Q2 2026 in Review

Kera Capital Partners reduced its Phillips 66 (PSX) stake by 2.3% in Q2 2026, selling an estimated $10.2K and leaving 2,534 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #378.

Kera Capital Partners first reported a position in PSX in Q3 2025 and has held it in 4 quarters since. The position peaked at $472K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Kera Capital Partners held 2,534 shares of Phillips 66 worth $428K as of Q2 2026.
  • Kera Capital Partners sold 59 Phillips 66 shares in Q2 2026, an estimated $10.2K.
  • Phillips 66 made up 0.04% of Kera Capital Partners's portfolio in Q2 2026, its #378 holding.
  • Kera Capital Partners first reported a position in Phillips 66 in Q3 2025 and has held it in 4 quarters since.
  • Kera Capital Partners's Phillips 66 position peaked at $472K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.