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J. Safra Asset Management’s Phillips 66 PSX Stock Holding History

J. Safra Asset 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 		$30.1K Hold
178
– – ﹤0.01% 294
2026
Q1 		$32.4K Hold
178
– – ﹤0.01% 282
2025
Q4 		$23K Buy
+178
New +$24K ﹤0.01% 316
2025
Q1 		– Sell
-224
Closed -$25.1K – 384
2024
Q4 		$25.1K Buy
+224
New +$28.5K ﹤0.01% 233
2023
Q4 		– Sell
-92
Closed -$11.1K – 130
2023
Q3 		$11.1K Hold
92
– – ﹤0.01% 100
2023
Q2 		$8.78K Hold
92
– – ﹤0.01% 94
2023
Q1 		$9.33K Buy
+92
New +$9.35K ﹤0.01% 95
2022
Q2 		– Sell
-21
Closed – – 121
2022
Q1 		$0 Buy
+21
New +$1.77K ﹤0.01% 123

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. Safra Asset Management's PSX Position: Q2 2026 in Review

J. Safra Asset Management held its Phillips 66 (PSX) position steady in Q2 2026 at 178 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

J. Safra Asset Management first reported a position in PSX in Q1 2022 and has held it in 8 quarters since. The position peaked at $32.4K in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • J. Safra Asset Management held 178 shares of Phillips 66 worth $30.1K as of Q2 2026.
  • J. Safra Asset Management left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #294 holding.
  • J. Safra Asset Management first reported a position in Phillips 66 in Q1 2022 and has held it in 8 quarters since.
  • J. Safra Asset Management's Phillips 66 position peaked at $32.4K in Q1 2026.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.