KFA Private Wealth Group’s Phillips 66 PSX Stock Holding History

KFA Private Wealth Group’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	$207K	Buy	+810	New	+$185K	0.05%	153

Other funds holding PSX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

KFA Private Wealth Group's PSX Position: Q3 2026 in Review

KFA Private Wealth Group opened a new position in Phillips 66 (PSX) in Q3 2026: 810 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #153 among its holdings.

1,439 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

KFA Private Wealth Group held 810 shares of Phillips 66 worth $207K as of Q3 2026.
Phillips 66 was a new KFA Private Wealth Group position in Q3 2026.
Phillips 66 made up 0.05% of KFA Private Wealth Group's portfolio in Q3 2026, its #153 holding.
1,439 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.