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Kesler Norman & Wride’s Phillips 66 PSX Stock Holding History

Kesler Norman & Wride’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 		$6.93M Sell
40,989
-181
-0.4% -$31.2K 1.1% 29
2026
Q1 		$7.5M Sell
41,170
-61
-0.1% -$9.56K 1.29% 23
2025
Q4 		$5.32M Sell
41,231
-237
-0.6% -$31.9K 0.91% 41
2025
Q3 		$4.72M Sell
41,468
-107
-0.3% -$13.7K 0.93% 39
2025
Q2 		$4.96M Buy
41,575
+710
+2% +$79.5K 0.88% 43
2025
Q1 		$5.05M Sell
40,865
-603
-1% -$74.3K 0.96% 38
2024
Q4 		$4.72M Sell
41,468
-1,139
-3% -$145K 1.02% 35
2024
Q3 		$5.6M Sell
42,607
-5,100
-11% -$689K 1.1% 34
2024
Q2 		$6.73M Sell
47,707
-1,925
-4% -$285K 1.43% 18
2024
Q1 		$8.11M Sell
49,632
-2,909
-6% -$419K 1.72% 9
2023
Q4 		$7M Sell
52,541
-55
-0.1% -$6.57K 1.6% 15
2023
Q3 		$6.32M Buy
52,596
+1,399
+3% +$157K 1.59% 17
2023
Q2 		$4.88M Buy
51,197
+2,709
+6% +$263K 1.18% 30
2023
Q1 		$4.92M Buy
48,488
+8,767
+22% +$891K 1.24% 28
2022
Q4 		$4.13M Buy
39,721
+28,107
+242% +$2.87M 1.06% 32
2022
Q3 		$937K Buy
11,614
+76
+0.7% +$6.48K 0.26% 91
2022
Q2 		$946K Buy
11,538
+69
+0.6% +$6.38K 0.26% 98
2022
Q1 		$991K Sell
11,469
-46
-0.4% -$3.87K 0.22% 102
2021
Q4 		$834K Buy
11,515
+227
+2% +$17.2K 0.18% 115
2021
Q3 		$790K Buy
11,288
+237
+2% +$17.2K 0.19% 120
2021
Q2 		$811K Sell
11,051
-118
-1% -$9.96K 0.19% 121
2021
Q1 		$911K Buy
11,169
+1,548
+16% +$121K 0.23% 109
2020
Q4 		$673K Buy
+9,621
New +$565K 0.19% 115

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

Kesler Norman & Wride's PSX Position: Q2 2026 in Review

Kesler Norman & Wride reduced its Phillips 66 (PSX) stake by 0.44% in Q2 2026, selling an estimated $31.2K and leaving 40,989 shares worth $6.93M. The position accounts for 1.1% of the portfolio, ranked #29.

Kesler Norman & Wride first reported a position in PSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.11M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Kesler Norman & Wride held 40,989 shares of Phillips 66 worth $6.93M as of Q2 2026.
  • Kesler Norman & Wride sold 181 Phillips 66 shares in Q2 2026, an estimated $31.2K.
  • Phillips 66 made up 1.1% of Kesler Norman & Wride's portfolio in Q2 2026, its #29 holding.
  • Kesler Norman & Wride first reported a position in Phillips 66 in Q4 2020 and has held it in 23 quarters since.
  • Kesler Norman & Wride's Phillips 66 position peaked at $8.11M in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.