Keel Point, LLC

Position in PSX — Phillips 66

CIK 1386935 HUNTSVILLE, AL

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$649,997

-$22,975 QoQ

Shares Held

3,845

+4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,060

of 2,093 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 65% Shared 0% None 35%

Energy · as of Jun 30, 2026

Keel Point, LLC holds $1,881,726 across 4 Oil & Gas Refining & Marketing names. PSX ranks #1 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	3,845	$649,997
2	MPC	Marathon Petroleum Corp	2,230	$570,144
3	DINO	HF Sinclair Corp	5,393	$375,622
4	VLO	Valero Energy Corp/Tx	1,098	$285,963

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$649,997	3,845	+4.1%	Shares	Sole	2026-08-14
2026-03-31	$672,972	3,694	-1.9%	Shares	Sole	2026-06-01
2025-12-31	$485,964	3,766	+4.4%	Shares	Sole	2026-02-12
2025-09-30	$490,488	3,606	+2.5%	Shares	Sole	2025-12-16
2025-06-30	$419,578	3,517	-9.8%	Shares	Sole	2025-08-15
2025-03-31	$481,448	3,899	+13.9%	Shares	Sole	2025-05-15
2024-12-31	$389,982	3,423	+5.1%	Shares	Sole	2025-02-14
2024-09-30	$428,001	3,256	-7.1%	Shares	Sole	2024-11-14
2024-06-30	$494,659	3,504	+116.4%	Shares	Sole	2024-08-14
2024-03-31	$264,447	1,619	-3.1%	Shares	Sole	2024-04-16
2023-09-30	$200,770	1,671	—	Shares	Sole	2023-10-26
No filing history on record for this holder in this stock.