Krilogy Financial
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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
Q3 		$4.61M Buy
16,377
+549
+3% +$125K 0.13% 131
2026
Q2 		$2.68M Buy
15,828
+2,904
+22% +$500K 0.08% 196
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

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return

Krilogy Financial's PSX Position: Q3 2026 in Review

Krilogy Financial increased its Phillips 66 (PSX) stake by 3.5% in Q3 2026, buying an estimated $125K and bringing the position to 16,377 shares worth $4.61M. The position accounts for 0.13% of the portfolio, ranked #131.

Krilogy Financial first reported a position in PSX in Q3 2015 and has held it in 16 quarters since. 667 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Krilogy Financial held 16,377 shares of Phillips 66 worth $4.61M as of Q3 2026.
  • Krilogy Financial bought 549 Phillips 66 shares in Q3 2026, an estimated $125K.
  • Phillips 66 made up 0.13% of Krilogy Financial's portfolio in Q3 2026, its #131 holding.
  • Krilogy Financial first reported a position in Phillips 66 in Q3 2015 and has held it in 16 quarters since.
  • 667 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.