Keynote Financial Services’s Phillips 66 PSX Stock Holding History

Keynote Financial Services’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	$961K	Sell	5,687 -7	-0.1%	-$1.21K	0.45%	60
2026 Q1	$1.04M	Sell	5,694 -97	-2%	-$15.2K	0.55%	55
2025 Q4	$747K	Sell	5,791 -34	-0.6%	-$4.58K	0.42%	74
2025 Q3	$792K	Hold	5,825	–	–	0.48%	62
2025 Q2	$695K	Sell	5,825 -35	-0.6%	-$3.92K	0.47%	65
2025 Q1	$724K	Hold	5,860	–	–	0.52%	60
2024 Q4	$668K	Sell	5,860 -44	-0.7%	-$5.6K	0.51%	59
2024 Q3	$776K	Hold	5,904	–	–	0.59%	49
2024 Q2	$833K	Hold	5,904	–	–	0.7%	45
2024 Q1	$964K	Buy	+5,904	New	+$851K	0.81%	38

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

Keynote Financial Services's PSX Position: Q2 2026 in Review

Keynote Financial Services reduced its Phillips 66 (PSX) stake by 0.12% in Q2 2026, selling an estimated $1.21K and leaving 5,687 shares worth $961K. The position accounts for 0.45% of the portfolio, ranked #60.

Keynote Financial Services first reported a position in PSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Keynote Financial Services held 5,687 shares of Phillips 66 worth $961K as of Q2 2026.
Keynote Financial Services sold 7 Phillips 66 shares in Q2 2026, an estimated $1.21K.
Phillips 66 made up 0.45% of Keynote Financial Services's portfolio in Q2 2026, its #60 holding.
Keynote Financial Services first reported a position in Phillips 66 in Q1 2024 and has held it in 10 quarters since.
Keynote Financial Services's Phillips 66 position peaked at $1.04M in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.