Kestra Private Wealth Services
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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
Q3 		$28.9M Sell
113,239
-2,865
-2% -$654K 0.31% 62
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 		$9.5M 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Kestra Private Wealth Services's PSX Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its Phillips 66 (PSX) stake by 2.5% in Q3 2026, selling an estimated $654K and leaving 113,239 shares worth $28.9M. The position accounts for 0.31% of the portfolio, ranked #62.

Kestra Private Wealth Services first reported a position in PSX in Q3 2020 and has held it in 25 quarters since. 1,941 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Kestra Private Wealth Services held 113,239 shares of Phillips 66 worth $28.9M as of Q3 2026.
  • Kestra Private Wealth Services sold 2,865 Phillips 66 shares in Q3 2026, an estimated $654K.
  • Phillips 66 made up 0.31% of Kestra Private Wealth Services's portfolio in Q3 2026, its #62 holding.
  • Kestra Private Wealth Services first reported a position in Phillips 66 in Q3 2020 and has held it in 25 quarters since.
  • 1,941 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.