Jacobs Equity’s Phillips 66 PSX Stock Holding History

Jacobs Equity’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	$707K	Buy	4,180 +751	+22%	+$129K	0.49%	59
2026 Q1	$625K	Buy	3,429 +1	+0%	+$157	0.56%	51
2025 Q4	$442K	Buy	+3,428	New	+$461K	0.43%	68

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jacobs Equity's PSX Position: Q2 2026 in Review

Jacobs Equity increased its Phillips 66 (PSX) stake by 22% in Q2 2026, buying an estimated $129K and bringing the position to 4,180 shares worth $707K. The position accounts for 0.49% of the portfolio, ranked #59.

Jacobs Equity first reported a position in PSX in Q4 2025 and has held it in 3 quarters since. 2,100 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Jacobs Equity held 4,180 shares of Phillips 66 worth $707K as of Q2 2026.
Jacobs Equity bought 751 Phillips 66 shares in Q2 2026, an estimated $129K.
Phillips 66 made up 0.49% of Jacobs Equity's portfolio in Q2 2026, its #59 holding.
Jacobs Equity first reported a position in Phillips 66 in Q4 2025 and has held it in 3 quarters since.
2,100 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Jacobs Equity's 13F filing for Q2 2026, filed 17 Aug 2026.