KAS
PSX icon

KPP Advisory Services’s Phillips 66 PSX Stock Holding History

KPP Advisory 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 		– Sell
-1,130
Closed -$206K – 375
2026
Q1 		$206K Sell
1,130
-651
-37% -$102K 0.03% 336
2025
Q4 		$230K Hold
1,781
– – 0.03% 306
2025
Q3 		$242K Sell
1,781
-12
-0.7% -$1.54K 0.04% 305
2025
Q2 		$214K Buy
+1,793
New +$201K 0.04% 293

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

KPP Advisory Services's PSX Position: Q2 2026 in Review

KPP Advisory Services sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 1,130 shares — an estimated $206K sold.

KPP Advisory Services first reported a position in PSX in Q2 2025 and held it in 4 quarters. The position peaked at $242K in Q3 2025. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • KPP Advisory Services reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • KPP Advisory Services sold 1,130 Phillips 66 shares in Q2 2026, an estimated $206K.
  • KPP Advisory Services first reported a position in Phillips 66 in Q2 2025 and held it in 4 quarters.
  • KPP Advisory Services's Phillips 66 position peaked at $242K in Q3 2025.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.