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Kestra Private Wealth Services’s Phillips 66 PSX Stock Holding History

Kestra Private Wealth 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 		$19.6M Sell
116,104
-2,014
-2% -$347K 0.22% 102
2026
Q1 		$21.5M Buy
118,118
+1,180
+1% +$185K 0.27% 76
2025
Q4 		$15.1M Buy
116,938
+9,150
+8% +$1.23M 0.19% 119
2025
Q3 		$14.7M Buy
107,788
+1,080
+1% +$138K 0.19% 119
2025
Q2 		$12.7M Buy
106,708
+7,092
+7% +$795K 0.18% 125
2025
Q1 		$12.3M Buy
99,616
+3,566
+4% +$439K 0.21% 109
2024
Q4 		$10.9M Buy
96,050
+6,707
+8% +$853K 0.19% 122
2024
Q3 		$11.7M Sell
89,343
-4,033
-4% -$545K 0.22% 109
2024
Q2 		$13.2M Sell
93,376
-1,953
-2% -$289K 0.26% 82
2024
Q1 		$15.6M Sell
95,329
-23,932
-20% -$3.45M 0.35% 63
2023
Q4 		$15.9M Buy
119,261
+854
+0.7% +$102K 0.41% 52
2023
Q3 		$14.2M Buy
118,407
+5,285
+5% +$593K 0.45% 49
2023
Q2 		$10.8M Buy
113,122
+4,959
+5% +$482K 0.37% 63
2023
Q1 		$11M Buy
108,163
+16,465
+18% +$1.67M 0.44% 55
2022
Q4 		$9.54M Buy
91,698
+14,817
+19% +$1.52M 0.48% 46
2022
Q3 		$6.21M Buy
76,881
+8,142
+12% +$694K 0.36% 67
2022
Q2 		$5.64M Buy
68,739
+44,776
+187% +$4.14M 0.32% 75
2022
Q1 		$2.07M Buy
23,963
+7,143
+42% +$601K 0.1% 211
2021
Q4 		$1.22M Buy
16,820
+4,910
+41% +$371K 0.06% 340
2021
Q3 		$834K Buy
11,910
+1,277
+12% +$92.4K 0.05% 396
2021
Q2 		$913K Buy
10,633
+23
+0.2% +$1.94K 0.06% 350
2021
Q1 		$865K Sell
10,610
-3,158
-23% -$248K 0.06% 320
2020
Q4 		$972K Buy
13,768
+253
+2% +$14.9K 0.07% 275
2020
Q3 		$701K Buy
+13,515
New +$825K 0.06% 316

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 Private Wealth Services's PSX Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Phillips 66 (PSX) stake by 1.7% in Q2 2026, selling an estimated $347K and leaving 116,104 shares worth $19.6M. The position accounts for 0.22% of the portfolio, ranked #102.

Kestra Private Wealth Services first reported a position in PSX in Q3 2020 and has held it in 24 quarters since. The position peaked at $21.5M in Q1 2026. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Kestra Private Wealth Services held 116,104 shares of Phillips 66 worth $19.6M as of Q2 2026.
  • Kestra Private Wealth Services sold 2,014 Phillips 66 shares in Q2 2026, an estimated $347K.
  • Phillips 66 made up 0.22% of Kestra Private Wealth Services's portfolio in Q2 2026, its #102 holding.
  • Kestra Private Wealth Services first reported a position in Phillips 66 in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Phillips 66 position peaked at $21.5M in Q1 2026.
  • 2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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