Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$274,537
-$11,303 QoQ
Shares Held
1,624
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,538
of 2,097 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Key Client Fiduciary Advisors, LLC holds $416,638 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (65.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,624 | $274,537 | |
| 2 | IEP |
Icahn Enterprises L.P.
|
19,709 | $142,101 |
All Filings in PSX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,537 | 1,624 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $285,840 | 1,569 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $204,270 | 1,583 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $231,097 | 1,699 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $200,662 | 1,682 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $204,976 | 1,660 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $219,784 | 1,672 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $233,071 | 1,651 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $293,195 | 1,795 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||