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Bank of Jackson Hole Trust’s Phillips 66 PSX Stock Holding History

Bank of Jackson Hole Trust’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-710
Closed -$129K – 359
2026
Q1 		$129K Hold
710
– – 0.06% 170
2025
Q4 		$91.6K Buy
710
+50
+8% +$6.73K 0.04% 186
2025
Q3 		$89.8K Hold
660
– – 0.04% 192
2025
Q2 		$78.7K Buy
660
+56
+9% +$6.27K 0.04% 191
2025
Q1 		$78.3K Hold
604
– – 0.05% 182
2024
Q4 		$68.8K Buy
+604
New +$76.8K 0.05% 192

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Jackson Hole Trust's PSX Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of Phillips 66 (PSX) in Q2 2026, closing a stake of 710 shares — an estimated $129K sold.

Bank of Jackson Hole Trust first reported a position in PSX in Q4 2024 and held it in 6 quarters. The position peaked at $129K in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining Phillips 66 position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 710 Phillips 66 shares in Q2 2026, an estimated $129K.
  • Bank of Jackson Hole Trust first reported a position in Phillips 66 in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's Phillips 66 position peaked at $129K in Q1 2026.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.