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
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

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

Krilogy Financial's PSX Position: Q2 2026 in Review

Krilogy Financial increased its Phillips 66 (PSX) stake by 22% in Q2 2026, buying an estimated $500K and bringing the position to 15,828 shares worth $2.68M. The position accounts for 0.08% of the portfolio, ranked #196.

Krilogy Financial first reported a position in PSX in Q3 2015 and has held it in 15 quarters since. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Krilogy Financial held 15,828 shares of Phillips 66 worth $2.68M as of Q2 2026.
  • Krilogy Financial bought 2,904 Phillips 66 shares in Q2 2026, an estimated $500K.
  • Phillips 66 made up 0.08% of Krilogy Financial's portfolio in Q2 2026, its #196 holding.
  • Krilogy Financial first reported a position in Phillips 66 in Q3 2015 and has held it in 15 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.