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Gilliland Jeter Wealth Management’s Phillips 66 PSX Stock Holding History

Gilliland Jeter Wealth Management’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 		$340K Sell
2,010
-20
-1% -$3.44K 0.09% 153
2026
Q1 		$370K Sell
2,030
-290
-13% -$45.4K 0.11% 139
2025
Q4 		$299K Buy
2,320
+12
+0.5% +$1.61K 0.09% 146
2025
Q3 		$314K Sell
2,308
-10
-0.4% -$1.28K 0.1% 144
2025
Q2 		$277K Hold
2,318
– – 0.09% 147
2025
Q1 		$286K Hold
2,318
– – 0.1% 146
2024
Q4 		$264K Sell
2,318
-335
-13% -$42.6K 0.09% 149
2024
Q3 		$349K Hold
2,653
– – 0.11% 135
2024
Q2 		$375K Sell
2,653
-177
-6% -$26.2K 0.13% 122
2024
Q1 		$462K Hold
2,830
– – 0.16% 116
2023
Q4 		$377K Buy
+2,830
New +$338K 0.16% 117

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Gilliland Jeter Wealth Management's PSX Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its Phillips 66 (PSX) stake by 0.99% in Q2 2026, selling an estimated $3.44K and leaving 2,010 shares worth $340K. The position accounts for 0.09% of the portfolio, ranked #153.

Gilliland Jeter Wealth Management first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $462K in Q1 2024. 1,302 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Gilliland Jeter Wealth Management held 2,010 shares of Phillips 66 worth $340K as of Q2 2026.
  • Gilliland Jeter Wealth Management sold 20 Phillips 66 shares in Q2 2026, an estimated $3.44K.
  • Phillips 66 made up 0.09% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Gilliland Jeter Wealth Management first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
  • Gilliland Jeter Wealth Management's Phillips 66 position peaked at $462K in Q1 2024.
  • 1,302 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.