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J.W. Cole Advisors’s Phillips 66 PSX Stock Holding History

J.W. Cole 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
Q1 		– Sell
-52,715
Closed -$6.73M – 1310
2025
Q4 		$6.73M Sell
52,715
-1,824
-3% -$246K 0.16% 124
2025
Q3 		$7.42M Buy
54,539
+1,357
+3% +$174K 0.14% 148
2025
Q2 		$6.34M Buy
53,182
+414
+0.8% +$46.4K 0.13% 160
2025
Q1 		$6.52M Buy
52,768
+45,527
+629% +$5.61M 0.2% 106
2024
Q4 		$825K Sell
7,241
-142
-2% -$18.1K 0.03% 470
2024
Q3 		$970K Sell
7,383
-2,609
-26% -$352K 0.04% 397
2024
Q2 		$1.41M Sell
9,992
-74
-0.7% -$11K 0.07% 282
2024
Q1 		$1.64M Sell
10,066
-487
-5% -$70.2K 0.08% 245
2023
Q4 		$1.41M Buy
10,553
+4,901
+87% +$586K 0.08% 246
2023
Q3 		$679K Sell
5,652
-1,394
-20% -$156K 0.05% 337
2023
Q2 		$672K Buy
7,046
+109
+2% +$10.6K 0.05% 353
2023
Q1 		$703K Sell
6,937
-165
-2% -$16.8K 0.05% 365
2022
Q4 		$739K Sell
7,102
-1,246
-15% -$127K 0.06% 324
2022
Q3 		$674K Sell
8,348
-387
-4% -$33K 0.06% 328
2022
Q2 		$716K Buy
8,735
+388
+5% +$35.9K 0.06% 328
2022
Q1 		$721K Buy
8,347
+2,454
+42% +$206K 0.05% 357
2021
Q4 		$427K Buy
5,893
+2,463
+72% +$186K 0.03% 521
2021
Q3 		$240K Sell
3,430
-1,142
-25% -$82.7K 0.02% 405
2021
Q2 		$392K Buy
4,572
+1,765
+63% +$149K 0.03% 499
2021
Q1 		$229K Sell
2,807
-282
-9% -$22.1K 0.02% 590
2020
Q4 		$216K Sell
3,089
-43,939
-93% -$2.58M 0.02% 571
2020
Q3 		$2.44M Buy
+47,028
New +$2.87M 0.19% 127
2020
Q1 		– Sell
-3,096
Closed -$345K – 396
2019
Q4 		$345K Buy
+3,096
New +$348K 0.04% 383

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

J.W. Cole Advisors's PSX Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 52,715 shares — an estimated $6.73M sold.

J.W. Cole Advisors first reported a position in PSX in Q4 2019 and held it in 23 quarters. The position peaked at $7.42M in Q3 2025. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 52,715 Phillips 66 shares in Q1 2026, an estimated $6.73M.
  • J.W. Cole Advisors first reported a position in Phillips 66 in Q4 2019 and held it in 23 quarters.
  • J.W. Cole Advisors's Phillips 66 position peaked at $7.42M in Q3 2025.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.