Keystone Wealth Services, LLC

Position in PSX — Phillips 66

CIK 1866189 PALM DESERT, CA

Position in PSX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,707,504

-$174,583 QoQ

Shares Held

16,016

+1.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#568

of 2,093 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Keystone Wealth Services, LLC holds $2,707,504 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	16,016	$2,707,504

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,707,504	16,016	+1.2%	Shares	Sole	2026-08-05
2026-03-31	$2,882,087	15,820	+0.5%	Shares	Sole	2026-05-13
2025-12-31	$2,031,218	15,741	-1.7%	Shares	Sole	2026-01-26
2025-09-30	$2,177,408	16,008	-0.7%	Shares	Sole	2025-10-22
2025-06-30	$1,922,877	16,118	-1.8%	Shares	Sole	2025-07-09
2025-03-31	$2,027,294	16,418	-1.6%	Shares	Sole	2025-04-17
2024-12-31	$1,900,694	16,683	-3.5%	Shares	Sole	2025-02-06
2024-09-30	$2,271,850	17,283	-2.1%	Shares	Sole	2024-10-15
2024-06-30	$2,492,638	17,657	+0.1%	Shares	Sole	2024-07-12
2024-03-31	$2,881,970	17,644	+0.0%	Shares	Sole	2024-04-12
2023-12-31	$2,348,855	17,642	-4.8%	Shares	Sole	2024-01-17
2023-09-30	$2,227,460	18,539	-1.6%	Shares	Sole	2023-10-05
2023-06-30	$1,797,245	18,843	+0.0%	Shares	Sole	2023-07-20
2023-03-31	$1,909,593	18,836	+0.0%	Shares	Sole	2023-04-07
2022-12-31	$1,959,826	18,830	-1.5%	Shares	Sole	2023-02-10
2022-09-30	$1,543,770	19,125	+0.0%	Shares	Sole	2022-11-01
2022-06-30	$1,567,484	19,118	+0.0%	Shares	Sole	2022-07-13
2022-03-31	$1,651,172	19,113	—	Shares	Sole	2022-04-21
No filing history on record for this holder in this stock.