SEC 13F Intelligence

Kenora Financial, LLC / PSX

Kenora Financial, LLC’s Phillips 66 Position

Does Kenora Financial, LLC own Phillips 66 (PSX)? Yes34.8K shares worth $6M (+2.22% of its 13F portfolio) as of Q1 2026.

Position Value
$6M
Q1 2026
Shares
34.8K
% of Portfolio
+2.22%
Quarters Held
12
currently held

Position History PSX

Reported value by quarter
Q2 ’23: $3MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $5MQ4 ’25: $4MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.8K$6M+2.22%
Q4 202534.8K$4M+1.51%
Q3 202534.8K$5M+1.60%
Q2 202534.9K$4M+1.55%
Q1 202535.8K$4M+1.82%
Q4 202435.9K$4M+1.63%
Q3 202435.9K$5M+1.88%
Q2 202435.9K$5M+2.12%
Q1 202435.9K$6M+2.49%
Q4 202335.9K$5M+2.22%
Q3 202336.2K$4M+2.19%
Q2 202336.2K$3M+1.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kenora Financial, LLC’s full portfolio or all institutional holders of PSX.