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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
Q2 		$8.85M Buy
+52,353
New +$9.01M 0.15% 140
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 $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.W. Cole Advisors's PSX Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Phillips 66 (PSX) in Q2 2026: 52,353 shares worth $8.85M. The stake represents 0.15% of the portfolio and ranks #140 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in PSX as recently as Q4 2025.

J.W. Cole Advisors first reported a position in PSX in Q4 2019 and has held it in 24 quarters since. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • J.W. Cole Advisors held 52,353 shares of Phillips 66 worth $8.85M as of Q2 2026.
  • Phillips 66 was a new J.W. Cole Advisors position in Q2 2026.
  • Phillips 66 made up 0.15% of J.W. Cole Advisors's portfolio in Q2 2026, its #140 holding.
  • J.W. Cole Advisors first reported a position in Phillips 66 in Q4 2019 and has held it in 24 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.