Jackson Grant Investment Advisers’s Phillips 66 PSX Stock Holding History

Jackson Grant Investment Advisers’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	$59.2K	Hold	350	–	–	0.02%	192
2026 Q1	$63.8K	Hold	350	–	–	0.02%	190
2025 Q4	$45.2K	Hold	350	–	–	0.01%	208
2025 Q3	$47.6K	Buy	+350	New	+$44.8K	0.02%	203
2020 Q1	–	Sell	-329	Closed	-$37K	–	222
2019 Q4	$37K	Buy	329 +2	+0.6%	+$225	0.02%	160
2019 Q3	$33K	Buy	327 +3	+0.9%	+$301	0.02%	168
2019 Q2	$30K	Buy	324 +3	+0.9%	+$269	0.02%	170
2019 Q1	$31K	Buy	321 +3	+0.9%	+$285	0.02%	165
2018 Q4	$27K	Buy	318 +28	+10%	+$2.74K	0.02%	173
2018 Q3	$33K	Buy	290 +2	+0.7%	+$231	0.02%	165
2018 Q2	$32K	Buy	288 +2	+0.7%	+$225	0.02%	171
2018 Q1	$27K	Buy	286 +2	+0.7%	+$195	0.02%	176
2017 Q4	$29K	Buy	284 +2	+0.7%	+$190	0.02%	173
2017 Q3	$26K	Buy	282 +3	+1%	+$254	0.02%	177
2017 Q2	$23K	Buy	279 +2	+0.7%	+$157	0.02%	159
2017 Q1	$22K	Buy	277 +2	+0.7%	+$161	0.02%	153
2016 Q4	$24K	Buy	275 +2	+0.7%	+$166	0.02%	154
2016 Q3	$22K	Buy	273 +3	+1%	+$233	0.02%	147
2016 Q2	$21K	Buy	270 +2	+0.7%	+$163	0.02%	142
2016 Q1	$23K	Hold	268	–	–	0.02%	135
2015 Q4	$22K	Buy	+268	New	+$23.1K	0.02%	143

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Jackson Grant Investment Advisers's PSX Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Phillips 66 (PSX) position steady in Q2 2026 at 350 shares worth $59.2K. The position accounts for 0.02% of the portfolio, ranked #192.

Jackson Grant Investment Advisers first reported a position in PSX in Q4 2015 and has held it in 21 quarters since. The position peaked at $63.8K in Q1 2026. 954 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Jackson Grant Investment Advisers held 350 shares of Phillips 66 worth $59.2K as of Q2 2026.
Jackson Grant Investment Advisers left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #192 holding.
Jackson Grant Investment Advisers first reported a position in Phillips 66 in Q4 2015 and has held it in 21 quarters since.
Jackson Grant Investment Advisers's Phillips 66 position peaked at $63.8K in Q1 2026.
954 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.