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Kestra Advisory Services, LLC → PSX
Kestra Advisory Services, LLC PSX Position History
Phillips 66 • Energy
Quarters held
5
Latest value
$26.5M
Q3 2026
Peak value
$26.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $15.2M |
| Q4 2025 | $11.4M |
| Q1 2026 | $15.9M |
| Q2 2026 | $16.2M |
| Q3 2026 | $26.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26.5M | 104.0K | — | — |
| Q2 2026 | $16.2M | 96.0K | — | — |
| Q1 2026 | $15.9M | 87.1K | — | — |
| Q4 2025 | $11.4M | 88.2K | — | — |
| Q3 2025 | $15.2M | 111.7K | — | — |
Other funds holding PSX
$6.5B
$6.2B
$5.3B
$4.7B
$4.7B
$4.6B
$4.4B
$4.4B