Key Financial Inc
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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
Q3 		$159K Buy
624
+9
+1% +$2.06K 0.03% 333
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

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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Key Financial Inc's PSX Position: Q3 2026 in Review

Key Financial Inc increased its Phillips 66 (PSX) stake by 1.5% in Q3 2026, buying an estimated $2.06K and bringing the position to 624 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #333.

Key Financial Inc first reported a position in PSX in Q4 2019 and has held it in 26 quarters since. The position peaked at $216K in Q4 2019. 1,533 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Key Financial Inc held 624 shares of Phillips 66 worth $159K as of Q3 2026.
  • Key Financial Inc bought 9 Phillips 66 shares in Q3 2026, an estimated $2.06K.
  • Phillips 66 made up 0.03% of Key Financial Inc's portfolio in Q3 2026, its #333 holding.
  • Key Financial Inc first reported a position in Phillips 66 in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's Phillips 66 position peaked at $216K in Q4 2019.
  • 1,533 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.