KIM
PSX icon

Kestra Investment Management’s Phillips 66 PSX Stock Holding History

Kestra Investment Management’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 		– Sell
-1,428
Closed -$260K – 549
2026
Q1 		$260K Buy
+1,428
New +$224K ﹤0.01% 387
2025
Q3 		– Sell
-584
Closed -$72.1K – 869
2025
Q2 		$72.1K Hold
584
– – ﹤0.01% 524
2025
Q1 		$72.1K Buy
584
+537
+1,143% +$66.2K ﹤0.01% 445
2024
Q4 		$5.41K Buy
+47
New +$5.98K ﹤0.01% 898

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 Investment Management's PSX Position: Q2 2026 in Review

Kestra Investment Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,428 shares — an estimated $260K sold.

Kestra Investment Management first reported a position in PSX in Q4 2024 and held it in 4 quarters. The position peaked at $260K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Kestra Investment Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Kestra Investment Management sold 1,428 Phillips 66 shares in Q2 2026, an estimated $260K.
  • Kestra Investment Management first reported a position in Phillips 66 in Q4 2024 and held it in 4 quarters.
  • Kestra Investment Management's Phillips 66 position peaked at $260K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.