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Keudell/Morrison Wealth Management’s Phillips 66 PSX Stock Holding History

Keudell/Morrison Wealth 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
-1,125
Closed -$205K – 266
2026
Q1 		$205K Buy
+1,125
New +$176K 0.04% 234

Other funds holding PSX

BlackRock
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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

Keudell/Morrison Wealth Management's PSX Position: Q2 2026 in Review

Keudell/Morrison Wealth Management sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,125 shares — an estimated $205K sold.

Keudell/Morrison Wealth Management first reported a position in PSX in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Keudell/Morrison Wealth Management reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 1,125 Phillips 66 shares in Q2 2026, an estimated $205K.
  • Keudell/Morrison Wealth Management first reported a position in Phillips 66 in Q1 2026 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Phillips 66 position peaked at $205K in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.