GJIA
PSX icon

Glass Jacobson Investment Advisors’s Phillips 66 PSX Stock Holding History

Glass Jacobson Investment Advisors’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 		$311K Buy
1,842
+970
+111% +$167K 0.1% 162
2026
Q1 		$159K Buy
872
+7
+0.8% +$1.1K 0.05% 213
2025
Q4 		$112K Buy
865
+7
+0.8% +$942 0.04% 231
2025
Q3 		$117K Buy
858
+8
+0.9% +$1.02K 0.04% 224
2025
Q2 		$101K Buy
850
+637
+299% +$71.4K 0.04% 227
2025
Q1 		$24.3K Hold
213
– – 0.01% 481
2024
Q4 		$24.3K Buy
213
+1
+0.5% +$127 0.01% 481
2024
Q3 		$27.9K Hold
212
– – 0.01% 448
2024
Q2 		$29.9K Buy
212
+1
+0.5% +$148 0.01% 421
2024
Q1 		$34.5K Hold
211
– – 0.01% 401
2023
Q4 		$28.1K Buy
211
+1
+0.5% +$120 0.01% 408
2023
Q3 		$25.3K Hold
210
– – 0.01% 402
2023
Q2 		$20K Buy
+210
New +$20.4K 0.01% 428
2022
Q4 		$21.7K Buy
+208
New +$21.3K 0.01% 421

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Glass Jacobson Investment Advisors's PSX Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Phillips 66 (PSX) stake by 111% in Q2 2026, buying an estimated $167K and bringing the position to 1,842 shares worth $311K. The position accounts for 0.1% of the portfolio, ranked #162.

Glass Jacobson Investment Advisors first reported a position in PSX in Q4 2022 and has held it in 14 quarters since. 1,498 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Glass Jacobson Investment Advisors held 1,842 shares of Phillips 66 worth $311K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 970 Phillips 66 shares in Q2 2026, an estimated $167K.
  • Phillips 66 made up 0.1% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #162 holding.
  • Glass Jacobson Investment Advisors first reported a position in Phillips 66 in Q4 2022 and has held it in 14 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.