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Brighton Jones LLC’s Phillips 66 PSX Stock Holding History

Brighton Jones LLC’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
Q1 		$3.85M Buy
+21,109
New +$3.31M 0.08% 167
2025
Q4 		– Sell
-12,396
Closed -$1.69M – 730
2025
Q3 		$1.69M Buy
12,396
+6,555
+112% +$840K 0.04% 254
2025
Q2 		$697K Sell
5,841
-5,567
-49% -$624K 0.02% 427
2025
Q1 		$1.41M Buy
11,408
+1,169
+11% +$144K 0.05% 214
2024
Q4 		$1.17M Buy
10,239
+7,214
+238% +$918K 0.03% 231
2024
Q3 		$398K Sell
3,025
-1,582
-34% -$214K 0.01% 366
2024
Q2 		$650K Buy
4,607
+223
+5% +$33K 0.02% 297
2024
Q1 		$716K Sell
4,384
-124
-3% -$17.9K 0.03% 278
2023
Q4 		$600K Buy
4,508
+1,401
+45% +$167K 0.03% 290
2023
Q3 		$373K Buy
3,107
+120
+4% +$13.5K 0.02% 350
2023
Q2 		$285K Sell
2,987
-72
-2% -$7K 0.01% 413
2023
Q1 		$310K Sell
3,059
-310
-9% -$31.5K 0.02% 371
2022
Q4 		$351K Buy
3,369
+478
+17% +$48.9K 0.02% 307
2022
Q3 		$233K Sell
2,891
-267
-8% -$22.8K 0.01% 383
2022
Q2 		$259K Buy
3,158
+671
+27% +$62.1K 0.02% 361
2022
Q1 		$215K Sell
2,487
-1,798
-42% -$151K 0.01% 459
2021
Q4 		$310K Buy
+4,285
New +$324K 0.01% 361
2021
Q3 		– Sell
-2,919
Closed -$250K – 508
2021
Q2 		$250K Buy
2,919
+427
+17% +$36K 0.01% 399
2021
Q1 		$203K Buy
+2,492
New +$196K 0.01% 406
2020
Q1 		– Sell
-3,495
Closed -$389K – 314
2019
Q4 		$389K Buy
3,495
+513
+17% +$57.6K 0.04% 201
2019
Q3 		$305K Sell
2,982
-252
-8% -$25.3K 0.04% 228
2019
Q2 		$303K Sell
3,234
-16
-0.5% -$1.44K 0.04% 218
2019
Q1 		$309K Buy
3,250
+29
+0.9% +$2.76K 0.04% 220
2018
Q4 		$277K Sell
3,221
-88
-3% -$8.6K 0.04% 204
2018
Q3 		$373K Buy
3,309
+38
+1% +$4.39K 0.05% 180
2018
Q2 		$367K Buy
3,271
+129
+4% +$14.5K 0.05% 206
2018
Q1 		$301K Buy
3,142
+327
+12% +$31.8K 0.04% 209
2017
Q4 		$285K Sell
2,815
-131
-4% -$12.5K 0.03% 226
2017
Q3 		$270K Sell
2,946
-416
-12% -$35.2K 0.03% 223
2017
Q2 		$278K Buy
+3,362
New +$264K 0.04% 204
2016
Q4 		– Sell
-4,923
Closed -$397K – 183
2016
Q3 		$397K Sell
4,923
-81
-2% -$6.3K 0.06% 154
2016
Q2 		$397K Sell
5,004
-108
-2% -$8.82K 0.07% 136
2016
Q1 		$443K Sell
5,112
-96
-2% -$7.8K 0.08% 120
2015
Q4 		$426K Buy
5,208
+96
+2% +$8.28K 0.08% 118
2015
Q3 		$393K Buy
5,112
+345
+7% +$27.4K 0.08% 119
2015
Q2 		$384K Buy
4,767
+25
+0.5% +$1.99K 0.09% 115
2015
Q1 		$373K Sell
4,742
-180
-4% -$13.2K 0.08% 119
2014
Q4 		$353K Buy
4,922
+298
+6% +$22K 0.08% 130
2014
Q3 		$376K Sell
4,624
-32
-0.7% -$2.66K 0.08% 126
2014
Q2 		$374K Buy
4,656
+50
+1% +$4.12K 0.08% 123
2014
Q1 		$355K Sell
4,606
-23
-0.5% -$1.75K 0.08% 119
2013
Q4 		$357K Buy
4,629
+601
+15% +$40.1K 0.08% 117
2013
Q3 		$233K Buy
+4,028
New +$234K 0.06% 138

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brighton Jones LLC's PSX Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Phillips 66 (PSX) in Q1 2026: 21,109 shares worth $3.85M. The stake represents 0.08% of the portfolio and ranks #167 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in PSX as recently as Q3 2025.

Brighton Jones LLC first reported a position in PSX in Q3 2013 and has held it in 43 quarters since. 2,123 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Brighton Jones LLC held 21,109 shares of Phillips 66 worth $3.85M as of Q1 2026.
  • Phillips 66 was a new Brighton Jones LLC position in Q1 2026.
  • Phillips 66 made up 0.08% of Brighton Jones LLC's portfolio in Q1 2026, its #167 holding.
  • Brighton Jones LLC first reported a position in Phillips 66 in Q3 2013 and has held it in 43 quarters since.
  • 2,123 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.