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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kestra Private Wealth Services's PSX Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Phillips 66 (PSX) stake by 1% in Q1 2026, buying an estimated $185K and bringing the position to 118,118 shares worth $21.5M. The position accounts for 0.27% of the portfolio, ranked #76.

Kestra Private Wealth Services first reported a position in PSX in Q3 2020 and has held it in 23 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Kestra Private Wealth Services held 118,118 shares of Phillips 66 worth $21.5M as of Q1 2026.
  • Kestra Private Wealth Services bought 1,180 Phillips 66 shares in Q1 2026, an estimated $185K.
  • Phillips 66 made up 0.27% of Kestra Private Wealth Services's portfolio in Q1 2026, its #76 holding.
  • Kestra Private Wealth Services first reported a position in Phillips 66 in Q3 2020 and has held it in 23 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.