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J2 Capital Management’s Phillips 66 PSX Stock Holding History

J2 Capital 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
2025
Q1 		– Sell
-4,199
Closed -$478K – 118
2024
Q4 		$478K Buy
+4,199
New +$534K 0.45% 55
2023
Q3 		$674K Sell
5,608
-9
-0.2% -$1.01K 0.85% 23
2023
Q2 		$536K Sell
5,617
-362
-6% -$35.2K 0.64% 38
2023
Q1 		$606K Buy
5,979
+19
+0.3% +$1.93K 0.94% 22
2022
Q4 		$620K Buy
5,960
+193
+3% +$19.7K 1.06% 17
2022
Q3 		$466K Buy
5,767
+1,318
+30% +$112K 0.88% 21
2022
Q2 		$365K Buy
4,449
+147
+3% +$13.6K 0.56% 37
2022
Q1 		$372K Buy
4,302
+148
+4% +$12.5K 0.41% 48
2021
Q4 		$301K Buy
+4,154
New +$314K 0.29% 78

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

J2 Capital Management's PSX Position: Q1 2025 in Review

J2 Capital Management sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 4,199 shares — an estimated $478K sold.

J2 Capital Management first reported a position in PSX in Q4 2021 and held it in 9 quarters. The position peaked at $674K in Q3 2023. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • J2 Capital Management reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
  • J2 Capital Management sold 4,199 Phillips 66 shares in Q1 2025, an estimated $478K.
  • J2 Capital Management first reported a position in Phillips 66 in Q4 2021 and held it in 9 quarters.
  • J2 Capital Management's Phillips 66 position peaked at $674K in Q3 2023.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on J2 Capital Management's 13F filing for Q1 2025, filed 8 Apr 2025.