Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$432,260
+$35,837 QoQ
Shares Held
2,557
+17.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,255
of 2,093 holders
Holding Since
Jun 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Keebeck Wealth Management holds $1,033,095 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
2,307 | $600,835 | |
| 2 | PSX |
Phillips 66
This page
|
2,557 | $432,260 |
All Filings in PSX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,260 | 2,557 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $396,423 | 2,176 | Shares | Other | 2026-05-14 | |
| 2025-09-30 | $209,062 | 1,537 | Shares | Other | 2025-11-14 | |
| 2020-06-30 | $69,383 | 965 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||