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Key Financial Inc’s Phillips 66 PSX Stock Holding History

Key Financial Inc’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 		$116K Buy
634
+117
+23% +$18.3K 0.02% 382
2025
Q4 		$66.7K Buy
517
+3
+0.6% +$404 0.01% 468
2025
Q3 		$69.2K Hold
514
– – 0.01% 457
2025
Q2 		$61.3K Hold
514
– – 0.01% 455
2025
Q1 		$63.5K Hold
514
– – 0.01% 436
2024
Q4 		$58.6K Buy
514
+19
+4% +$2.42K 0.01% 451
2024
Q3 		$65.1K Hold
495
– – 0.01% 434
2024
Q2 		$69.9K Hold
495
– – 0.02% 406
2024
Q1 		$80.9K Hold
495
– – 0.02% 360
2023
Q4 		$65.9K Sell
495
-22
-4% -$2.63K 0.02% 378
2023
Q3 		$62.1K Hold
517
– – 0.02% 367
2023
Q2 		$49.3K Buy
517
+68
+15% +$6.61K 0.02% 410
2023
Q1 		$45.5K Hold
449
– – 0.02% 406
2022
Q4 		$36.2K Hold
449
– – 0.02% 408
2022
Q3 		$36K Buy
449
+30
+7% +$2.56K 0.02% 416
2022
Q2 		$35K Hold
419
– – 0.02% 420
2022
Q1 		$36K Hold
419
– – 0.02% 403
2021
Q4 		$30K Hold
419
– – 0.02% 417
2021
Q3 		$29K Sell
419
-146
-26% -$10.6K 0.02% 412
2021
Q2 		$41K Hold
565
– – 0.02% 377
2021
Q1 		$46K Sell
565
-1,370
-71% -$107K 0.03% 289
2020
Q4 		$135K Buy
+1,935
New +$114K 0.1% 157
2020
Q2 		– Sell
-1,935
Closed -$105K – 486
2020
Q1 		$105K Hold
1,935
– – 0.11% 150
2019
Q4 		$216K Buy
+1,935
New +$217K 0.2% 103

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

Key Financial Inc's PSX Position: Q1 2026 in Review

Key Financial Inc increased its Phillips 66 (PSX) stake by 23% in Q1 2026, buying an estimated $18.3K and bringing the position to 634 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #382.

Key Financial Inc first reported a position in PSX in Q4 2019 and has held it in 24 quarters since. The position peaked at $216K in Q4 2019. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Key Financial Inc held 634 shares of Phillips 66 worth $116K as of Q1 2026.
  • Key Financial Inc bought 117 Phillips 66 shares in Q1 2026, an estimated $18.3K.
  • Phillips 66 made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #382 holding.
  • Key Financial Inc first reported a position in Phillips 66 in Q4 2019 and has held it in 24 quarters since.
  • Key Financial Inc's Phillips 66 position peaked at $216K in Q4 2019.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.