Key Client Fiduciary Advisors’s Phillips 66 PSX Stock Holding History

Key Client Fiduciary Advisors’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	$275K	Buy	1,624 +55	+4%	+$9.47K	0.08%	179
2026 Q1	$286K	Sell	1,569 -14	-0.9%	-$2.19K	0.1%	170
2025 Q4	$204K	Sell	1,583 -116	-7%	-$15.6K	0.07%	196
2025 Q3	$231K	Buy	1,699 +17	+1%	+$2.18K	0.08%	192
2025 Q2	$201K	Buy	1,682 +22	+1%	+$2.46K	0.08%	196
2025 Q1	$205K	Buy	+1,660	New	+$205K	0.09%	179
2024 Q4	–	Sell	-1,672	Closed	-$220K	–	202
2024 Q3	$220K	Buy	1,672 +21	+1%	+$2.84K	0.1%	182
2024 Q2	$233K	Sell	1,651 -144	-8%	-$21.3K	0.12%	161
2024 Q1	$293K	Buy	+1,795	New	+$259K	0.16%	139

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Key Client Fiduciary Advisors's PSX Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Phillips 66 (PSX) stake by 3.5% in Q2 2026, buying an estimated $9.47K and bringing the position to 1,624 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #179.

Key Client Fiduciary Advisors first reported a position in PSX in Q1 2024 and has held it in 9 quarters since. The position peaked at $293K in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Key Client Fiduciary Advisors held 1,624 shares of Phillips 66 worth $275K as of Q2 2026.
Key Client Fiduciary Advisors bought 55 Phillips 66 shares in Q2 2026, an estimated $9.47K.
Phillips 66 made up 0.08% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #179 holding.
Key Client Fiduciary Advisors first reported a position in Phillips 66 in Q1 2024 and has held it in 9 quarters since.
Key Client Fiduciary Advisors's Phillips 66 position peaked at $293K in Q1 2024.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.