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J. Goldman & Co’s Phillips 66 PSX Stock Holding History

J. Goldman & Co’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 		$3.32M Buy
+19,663
New +$3.38M 0.09% 268
2022
Q2 		– Sell
-307,624
Closed -$26.6M – 440
2022
Q1 		$26.6M Buy
+307,624
New +$25.9M 1.21% 14
2021
Q4 		– Sell
-120,121
Closed -$8.41M – 417
2021
Q3 		$8.41M Buy
120,121
+117,544
+4,561% +$8.51M 0.42% 64
2021
Q2 		$221K Buy
+2,577
New +$218K 0.01% 355

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 $3.37T AUM 44.26% 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

J. Goldman & Co's PSX Position: Q2 2026 in Review

J. Goldman & Co opened a new position in Phillips 66 (PSX) in Q2 2026: 19,663 shares worth $3.32M. The stake represents 0.09% of the portfolio and ranks #268 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in PSX as recently as Q1 2022.

J. Goldman & Co first reported a position in PSX in Q2 2021 and has held it in 4 quarters since. The position peaked at $26.6M in Q1 2022. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • J. Goldman & Co held 19,663 shares of Phillips 66 worth $3.32M as of Q2 2026.
  • Phillips 66 was a new J. Goldman & Co position in Q2 2026.
  • Phillips 66 made up 0.09% of J. Goldman & Co's portfolio in Q2 2026, its #268 holding.
  • J. Goldman & Co first reported a position in Phillips 66 in Q2 2021 and has held it in 4 quarters since.
  • J. Goldman & Co's Phillips 66 position peaked at $26.6M in Q1 2022.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.