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Keel Point, LLC

SEC CIK
0001386935
Latest filing
Aug 14, 2026

PSX holding history

Phillips 66 in every 13F filed by Keel Point, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overviewAll 13F holders of PSXFull Q2 2026 holdings

Shares (Q2 2026)
3,845
Value
$650.1K
% of portfolio
<0.1%
Quarters held
11
Since Q3 2023
Holdings of PSX by Keel Point, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,845$650.1K<0.1%+151+4.1%AddedHolders
Q1 20263,694$673.0K<0.1%−72−1.9%ReducedHolders
Q4 20253,766$486.0K<0.1%+160+4.4%AddedHolders
Q3 20253,606$490.5K<0.1%+89+2.5%AddedHolders
Q2 20253,517$419.6K<0.1%−382−9.8%ReducedHolders
Q1 20253,899$481.4K<0.1%+476+13.9%AddedHolders
Q4 20243,423$389.9K<0.1%+167+5.1%AddedHolders
Q3 20243,256$427.9K<0.1%−248−7.1%ReducedHolders
Q2 20243,504$471.8K<0.1%+1,885+116.4%AddedHolders
Q1 20241,619$264.4K<0.1%+1,619NewHolders
Q4 20230$00.0%−1,671−100.0%Sold outHolders
Q3 20231,671$200.8K<0.1%+1,671NewHolders