Jacobs & Co’s Phillips 66 PSX Stock Holding History

Jacobs & Co’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 Q3	$589K	Hold	2,307	–	–	0.05%	93
2026 Q2	$389K	Sell	2,307 -39	-2%	-$6.71K	0.03%	108
2026 Q1	$427K	Hold	2,346	–	–	0.04%	102
2025 Q4	$302K	Hold	2,346	–	–	0.03%	110
2025 Q3	$319K	Hold	2,346	–	–	0.03%	107
2025 Q2	$279K	Hold	2,346	–	–	0.03%	113
2025 Q1	$289K	Hold	2,346	–	–	0.03%	108
2024 Q4	$267K	Hold	2,346	–	–	0.03%	113
2024 Q3	$308K	Sell	2,346 -20	-0.8%	-$2.7K	0.03%	113
2024 Q2	$334K	Hold	2,366	–	–	0.04%	106
2024 Q1	$386K	Hold	2,366	–	–	0.04%	104
2023 Q4	$315K	Hold	2,366	–	–	0.04%	108
2023 Q3	$284K	Hold	2,366	–	–	0.04%	109
2023 Q2	$225K	Sell	2,366 -700	-23%	-$68K	0.03%	118
2023 Q1	$310K	Hold	3,066	–	–	0.04%	107
2022 Q4	$319K	Hold	3,066	–	–	0.04%	111
2022 Q3	$247K	Buy	+3,066	New	+$261K	0.04%	111
2020 Q3	–	Sell	-3,404	Closed	-$244K	–	115
2020 Q2	$244K	Buy	+3,404	New	+$241K	0.04%	103
2020 Q1	–	Sell	-4,915	Closed	-$547K	–	131
2019 Q4	$547K	Buy	4,915 +1,250	+34%	+$140K	0.08%	95
2019 Q3	$375K	Sell	3,665 -22	-0.6%	-$2.2K	0.06%	105
2019 Q2	$344K	Hold	3,687	–	–	0.06%	112
2019 Q1	$350K	Sell	3,687 -80	-2%	-$7.6K	0.06%	117
2018 Q4	$325K	Hold	3,767	–	–	0.06%	103
2018 Q3	$424K	Hold	3,767	–	–	0.07%	101
2018 Q2	$423K	Sell	3,767 -151	-4%	-$17K	0.08%	98
2018 Q1	$375K	Hold	3,918	–	–	0.07%	105
2017 Q4	$396K	Sell	3,918 -150	-4%	-$14.3K	0.07%	103
2017 Q3	$372K	Hold	4,068	–	–	0.07%	102
2017 Q2	$336K	Sell	4,068 -288	-7%	-$22.6K	0.07%	107
2017 Q1	$345K	Hold	4,356	–	–	0.07%	107
2016 Q4	$376K	Sell	4,356 -50	-1%	-$4.16K	0.08%	105
2016 Q3	$354K	Hold	4,406	–	–	0.08%	106
2016 Q2	$349K	Sell	4,406 -380	-8%	-$31K	0.08%	106
2016 Q1	$414K	Sell	4,786 -100	-2%	-$8.13K	0.1%	108
2015 Q4	$380K	Sell	4,886 -1,151	-19%	-$99.3K	0.1%	110
2015 Q3	$463K	Hold	6,037	–	–	0.12%	104
2015 Q2	$486K	Sell	6,037 -112	-2%	-$8.9K	0.12%	104
2015 Q1	$483K	Sell	6,149 -1,389	-18%	-$102K	0.12%	103
2014 Q4	$540K	Buy	7,538 +13	+0.2%	+$959	0.14%	101
2014 Q3	$612K	Hold	7,525	–	–	0.17%	99
2014 Q2	$605K	Hold	7,525	–	–	0.18%	99
2014 Q1	$580K	Sell	7,525 -50	-0.7%	-$3.81K	0.18%	98
2013 Q4	$584K	Sell	7,575 -573	-7%	-$38.2K	0.19%	97
2013 Q3	$471K	Buy	+8,148	New	+$472K	0.16%	99

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Jacobs & Co's PSX Position: Q3 2026 in Review

Jacobs & Co held its Phillips 66 (PSX) position steady in Q3 2026 at 2,307 shares worth $589K. The position accounts for 0.05% of the portfolio, ranked #93.

Jacobs & Co first reported a position in PSX in Q3 2013 and has held it in 44 quarters since. The position peaked at $612K in Q3 2014. 1,044 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

Jacobs & Co held 2,307 shares of Phillips 66 worth $589K as of Q3 2026.
Jacobs & Co left its Phillips 66 share count unchanged in Q3 2026.
Phillips 66 made up 0.05% of Jacobs & Co's portfolio in Q3 2026, its #93 holding.
Jacobs & Co first reported a position in Phillips 66 in Q3 2013 and has held it in 44 quarters since.
Jacobs & Co's Phillips 66 position peaked at $612K in Q3 2014.
1,044 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Jacobs & Co's 13F filing for Q3 2026, filed 9 Oct 2026.