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Phillips 66 shares owned by Kestra Investment Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Kestra Investment Management from 13F filings

Historical chart of Kestra Investment Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Kestra Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $260k 1.4k 182.23
2025-06-30 $72k 584 123.48
2025-03-31 $72k 584 123.48
2024-12-31 $5.4k 47 115.09

More positions owned by Kestra Investment Management

Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Univrsl Usd (IUSB)
Spdr Series Trust State Street Spd (SPYG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Intl High Profit (DIHP)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Global X Fds Us Infr Dev Etf (PAVE)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Kestra Investment Management

Top funds holding Phillips 66

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Elliott Investment Management
Wells Fargo & Company
Geode Capital Management
Harris Associates L.P
Morgan Stanley
Bank of New York Mellon
Goldman Sachs Group
FMR
Invesco
Charles Schwab Investment Management

View all funds holding Phillips 66