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Keystone Wealth Services’s Phillips 66 PSX Stock Holding History

Keystone Wealth 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 		$2.71M Buy
16,016
+196
+1% +$33.7K 0.5% 52
2026
Q1 		$2.88M Buy
15,820
+79
+0.5% +$12.4K 0.62% 37
2025
Q4 		$2.03M Sell
15,741
-267
-2% -$35.9K 0.43% 49
2025
Q3 		$2.18M Sell
16,008
-110
-0.7% -$14.1K 0.48% 52
2025
Q2 		$1.92M Sell
16,118
-300
-2% -$33.6K 0.46% 50
2025
Q1 		$2.03M Sell
16,418
-265
-2% -$32.7K 0.55% 40
2024
Q4 		$1.9M Sell
16,683
-600
-3% -$76.3K 0.5% 42
2024
Q3 		$2.27M Sell
17,283
-374
-2% -$50.5K 0.63% 34
2024
Q2 		$2.49M Buy
17,657
+13
+0.1% +$1.92K 0.78% 29
2024
Q1 		$2.88M Buy
17,644
+2
+0% +$288 0.94% 25
2023
Q4 		$2.35M Sell
17,642
-897
-5% -$107K 0.81% 28
2023
Q3 		$2.23M Sell
18,539
-304
-2% -$34.1K 0.85% 29
2023
Q2 		$1.8M Buy
18,843
+7
+0% +$680 0.67% 34
2023
Q1 		$1.91M Buy
18,836
+6
+0% +$610 0.78% 31
2022
Q4 		$1.96M Sell
18,830
-295
-2% -$30.2K 0.85% 26
2022
Q3 		$1.54M Buy
19,125
+7
+0% +$597 0.73% 30
2022
Q2 		$1.57M Buy
19,118
+5
+0% +$463 0.7% 30
2022
Q1 		$1.65M Buy
+19,113
New +$1.61M 0.65% 35

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

Keystone Wealth Services's PSX Position: Q2 2026 in Review

Keystone Wealth Services increased its Phillips 66 (PSX) stake by 1.2% in Q2 2026, buying an estimated $33.7K and bringing the position to 16,016 shares worth $2.71M. The position accounts for 0.5% of the portfolio, ranked #52.

Keystone Wealth Services first reported a position in PSX in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.88M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Keystone Wealth Services held 16,016 shares of Phillips 66 worth $2.71M as of Q2 2026.
  • Keystone Wealth Services bought 196 Phillips 66 shares in Q2 2026, an estimated $33.7K.
  • Phillips 66 made up 0.5% of Keystone Wealth Services's portfolio in Q2 2026, its #52 holding.
  • Keystone Wealth Services first reported a position in Phillips 66 in Q1 2022 and has held it in 18 quarters since.
  • Keystone Wealth Services's Phillips 66 position peaked at $2.88M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.