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Kingswood Wealth Advisors’s Phillips 66 PSX Stock Holding History

Kingswood Wealth Advisors’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 		$1.2M Buy
7,109
+490
+7% +$84.3K 0.05% 370
2026
Q1 		$1.21M Buy
6,619
+13
+0.2% +$2.04K 0.06% 338
2025
Q4 		$852K Buy
6,606
+4,719
+250% +$635K 0.04% 381
2025
Q3 		$257K Buy
1,887
+131
+7% +$16.8K 0.02% 679
2025
Q2 		$210K Buy
1,756
+14
+0.8% +$1.57K 0.02% 689
2025
Q1 		$216K Sell
1,742
-605
-26% -$74.6K 0.02% 664
2024
Q4 		$268K Sell
2,347
-4,936
-68% -$628K 0.02% 648
2024
Q3 		$957K Buy
7,283
+2,013
+38% +$272K 0.07% 305
2024
Q2 		$744K Sell
5,270
-1,786
-25% -$264K 0.07% 296
2024
Q1 		$1.15M Buy
7,056
+217
+3% +$31.3K 0.13% 177
2023
Q4 		$910K Buy
6,839
+1,602
+31% +$191K 0.1% 210
2023
Q3 		$629K Buy
+5,237
New +$588K 0.11% 203

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

Kingswood Wealth Advisors's PSX Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Phillips 66 (PSX) stake by 7.4% in Q2 2026, buying an estimated $84.3K and bringing the position to 7,109 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #370.

Kingswood Wealth Advisors first reported a position in PSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.21M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Kingswood Wealth Advisors held 7,109 shares of Phillips 66 worth $1.2M as of Q2 2026.
  • Kingswood Wealth Advisors bought 490 Phillips 66 shares in Q2 2026, an estimated $84.3K.
  • Phillips 66 made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #370 holding.
  • Kingswood Wealth Advisors first reported a position in Phillips 66 in Q3 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's Phillips 66 position peaked at $1.21M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.