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Kestra Investment Management, LLC

Position in PSX — Phillips 66

CIK 1962449 AUSTIN, TX

Position in PSX

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$260,153
+$190,482 QoQ
Shares Held
1,428
+144.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
4 quarters on record

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Kestra Investment Management, LLC holds $451,745 across 2 Oil & Gas Refining & Marketing names.

# Ticker Company Shares Value (USD) Open

All Filings in PSX

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $260,153 1,428
2025-06-30 $69,671 584
2025-03-31 $72,112 584
2024-12-31 $5,354 47