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Kestra Advisory Services’s Phillips 66 PSX Stock Holding History

Kestra Advisory Services’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 		$16.2M Buy
96,020
+8,925
+10% +$1.54M 0.05% 372
2026
Q1 		$15.9M Sell
87,095
-1,098
-1% -$172K 0.06% 326
2025
Q4 		$11.4M Sell
88,193
-23,514
-21% -$3.16M 0.05% 386
2025
Q3 		$15.2M Buy
111,707
+37,174
+50% +$4.76M 0.07% 288
2025
Q2 		$8.89M Sell
74,533
-2,091
-3% -$234K 0.04% 418
2025
Q1 		$9.46M Sell
76,624
-3,363
-4% -$414K 0.05% 366
2024
Q4 		$9.11M Sell
79,987
-6,128
-7% -$780K 0.05% 375
2024
Q3 		$11.3M Sell
86,115
-4,532
-5% -$612K 0.06% 334
2024
Q2 		$12.3M Buy
90,647
+19,082
+27% +$2.82M 0.07% 306
2024
Q1 		$11.7M Buy
71,565
+5,161
+8% +$744K 0.08% 271
2023
Q4 		$8.84M Buy
66,404
+1,616
+2% +$193K 0.07% 298
2023
Q3 		$7.78M Sell
64,788
-15,509
-19% -$1.74M 0.08% 283
2023
Q2 		$7.66M Buy
80,297
+19,845
+33% +$1.93M 0.08% 277
2023
Q1 		$6.13M Sell
60,452
-24,299
-29% -$2.47M 0.07% 300
2022
Q4 		$8.82M Sell
84,751
-3,522
-4% -$360K 0.08% 275
2022
Q3 		$7.13M Buy
88,273
+22,955
+35% +$1.96M 0.08% 280
2022
Q2 		$5.36M Buy
65,318
+13,317
+26% +$1.23M 0.06% 349
2022
Q1 		$4.49M Sell
52,001
-23,687
-31% -$1.99M 0.05% 399
2021
Q4 		$5.48M Buy
75,688
+27,149
+56% +$2.05M 0.06% 343
2021
Q3 		$3.4M Sell
48,539
-22,472
-32% -$1.63M 0.03% 520
2021
Q2 		$6.09M Buy
71,011
+9,510
+15% +$803K 0.07% 316
2021
Q1 		$5.01M Buy
61,501
+22,557
+58% +$1.77M 0.06% 337
2020
Q4 		$2.75M Sell
38,944
-5,566
-13% -$327K 0.03% 493
2020
Q3 		$2.31M Buy
+44,510
New +$2.72M 0.04% 394

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

Kestra Advisory Services's PSX Position: Q2 2026 in Review

Kestra Advisory Services increased its Phillips 66 (PSX) stake by 10% in Q2 2026, buying an estimated $1.54M and bringing the position to 96,020 shares worth $16.2M. The position accounts for 0.05% of the portfolio, ranked #372.

Kestra Advisory Services first reported a position in PSX in Q3 2020 and has held it in 24 quarters since. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Kestra Advisory Services held 96,020 shares of Phillips 66 worth $16.2M as of Q2 2026.
  • Kestra Advisory Services bought 8,925 Phillips 66 shares in Q2 2026, an estimated $1.54M.
  • Phillips 66 made up 0.05% of Kestra Advisory Services's portfolio in Q2 2026, its #372 holding.
  • Kestra Advisory Services first reported a position in Phillips 66 in Q3 2020 and has held it in 24 quarters since.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.