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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
Q2 		$104K Sell
615
-19
-3% -$3.27K 0.02% 417
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 $6.73T AUM 46.02% 1-Year Est. Return
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

Key Financial Inc's PSX Position: Q2 2026 in Review

Key Financial Inc reduced its Phillips 66 (PSX) stake by 3% in Q2 2026, selling an estimated $3.27K and leaving 615 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #417.

Key Financial Inc first reported a position in PSX in Q4 2019 and has held it in 25 quarters since. The position peaked at $216K in Q4 2019. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Key Financial Inc held 615 shares of Phillips 66 worth $104K as of Q2 2026.
  • Key Financial Inc sold 19 Phillips 66 shares in Q2 2026, an estimated $3.27K.
  • Phillips 66 made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #417 holding.
  • Key Financial Inc first reported a position in Phillips 66 in Q4 2019 and has held it in 25 quarters since.
  • Key Financial Inc's Phillips 66 position peaked at $216K in Q4 2019.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.