KF
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Krilogy Financial’s Phillips 66 PSX Stock Holding History

Krilogy Financial’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
Q1 		$2.11M Sell
12,924
-1,488
-10% -$233K 0.07% 217
2025
Q4 		$2.02M Buy
14,412
+264
+2% +$35.5K 0.07% 212
2025
Q3 		$1.92M Buy
+14,148
New +$1.81M 0.07% 203
2018
Q4 		– Sell
-779
Closed -$88K – 535
2018
Q3 		$88K Buy
+779
New +$90.1K 0.02% 240
2018
Q2 		– Sell
-514
Closed -$49K – 505
2018
Q1 		$49K Sell
514
-80
-13% -$7.79K 0.01% 333
2017
Q4 		$60K Buy
594
+244
+70% +$23.2K 0.01% 298
2017
Q3 		$32K Sell
350
-455
-57% -$38.5K 0.01% 410
2017
Q2 		$67K Buy
805
+11
+1% +$864 0.02% 274
2017
Q1 		$69K Hold
794
– – 0.02% 249
2016
Q4 		$69K Sell
794
-49
-6% -$4.07K 0.02% 249
2016
Q3 		$68K Buy
843
+54
+7% +$4.2K 0.02% 260
2016
Q2 		$63K Buy
789
+441
+127% +$36K 0.02% 270
2016
Q1 		$30K Buy
+348
New +$28.3K 0.01% 334
2015
Q4 		– Sell
-346
Closed -$27K – 559
2015
Q3 		$27K Buy
+346
New +$27.5K 0.01% 274

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Krilogy Financial's PSX Position: Q1 2026 in Review

Krilogy Financial reduced its Phillips 66 (PSX) stake by 10% in Q1 2026, selling an estimated $233K and leaving 12,924 shares worth $2.11M. The position accounts for 0.07% of the portfolio, ranked #217.

Krilogy Financial first reported a position in PSX in Q3 2015 and has held it in 14 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Krilogy Financial held 12,924 shares of Phillips 66 worth $2.11M as of Q1 2026.
  • Krilogy Financial sold 1,488 Phillips 66 shares in Q1 2026, an estimated $233K.
  • Phillips 66 made up 0.07% of Krilogy Financial's portfolio in Q1 2026, its #217 holding.
  • Krilogy Financial first reported a position in Phillips 66 in Q3 2015 and has held it in 14 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.