Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Phillips 66 PSX Stock Holding History

Jacobs Levy Equity 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
2026
Q1 		$188M Sell
1,029,791
-183,844
-15% -$28.8M 0.79% 22
2025
Q4 		$157M Sell
1,213,635
-208,601
-15% -$28.1M 0.6% 40
2025
Q3 		$193M Sell
1,422,236
-99,058
-7% -$12.7M 0.77% 23
2025
Q2 		$181M Sell
1,521,294
-31,119
-2% -$3.49M 0.71% 27
2025
Q1 		$192M Buy
1,552,413
+11,173
+0.7% +$1.38M 0.76% 21
2024
Q4 		$176M Buy
1,541,240
+942,922
+158% +$120M 0.62% 36
2024
Q3 		$78.6M Buy
598,318
+55,545
+10% +$7.5M 0.3% 85
2024
Q2 		$76.6M Buy
542,773
+110,770
+26% +$16.4M 0.32% 75
2024
Q1 		$70.6M Buy
432,003
+395,617
+1,087% +$57M 0.32% 81
2023
Q4 		$4.84M Sell
36,386
-15,792
-30% -$1.89M 0.02% 432
2023
Q3 		$6.27M Sell
52,178
-400
-0.8% -$44.9K 0.04% 333
2023
Q2 		$5.01M Buy
52,578
+18,624
+55% +$1.81M 0.03% 389
2023
Q1 		$3.44M Buy
33,954
+20,176
+146% +$2.05M 0.02% 474
2022
Q4 		$1.43M Sell
13,778
-810,215
-98% -$82.9M 0.01% 621
2022
Q3 		$66.5M Sell
823,993
-188,909
-19% -$16.1M 0.53% 39
2022
Q2 		$83M Sell
1,012,902
-123,416
-11% -$11.4M 0.64% 26
2022
Q1 		$98.2M Buy
1,136,318
+127,128
+13% +$10.7M 0.66% 29
2021
Q4 		$73.1M Sell
1,009,190
-62,952
-6% -$4.76M 0.49% 48
2021
Q3 		$75.1M Buy
1,072,142
+1,053,851
+5,762% +$76.3M 0.51% 44
2021
Q2 		$1.57M Buy
+18,291
New +$1.54M 0.01% 649
2020
Q4 		– Sell
-355,555
Closed -$18.4M – 1076
2020
Q3 		$18.4M Sell
355,555
-272,434
-43% -$16.6M 0.19% 127
2020
Q2 		$45.2M Sell
627,989
-338,914
-35% -$24M 0.49% 41
2020
Q1 		$51.9M Buy
966,903
+142,099
+17% +$11.6M 0.67% 28
2019
Q4 		$91.9M Buy
824,804
+286,794
+53% +$32.2M 0.9% 11
2019
Q3 		$55.1M Buy
538,010
+105,942
+25% +$10.6M 0.68% 22
2019
Q2 		$40.4M Sell
432,068
-27,537
-6% -$2.47M 0.56% 33
2019
Q1 		$43.7M Buy
459,605
+37,550
+9% +$3.57M 0.63% 20
2018
Q4 		$36.4M Buy
422,055
+52,775
+14% +$5.16M 0.64% 27
2018
Q3 		$41.6M Buy
369,280
+286,150
+344% +$33.1M 0.59% 28
2018
Q2 		$9.34M Buy
83,130
+53,220
+178% +$5.98M 0.15% 189
2018
Q1 		$2.87M Buy
+29,910
New +$2.91M 0.05% 398
2016
Q1 		– Sell
-294,940
Closed -$24.1M – 1171
2015
Q4 		$24.1M Buy
294,940
+32,330
+12% +$2.79M 0.48% 63
2015
Q3 		$20.2M Sell
262,610
-17,930
-6% -$1.42M 0.41% 78
2015
Q2 		$22.6M Buy
280,540
+277,300
+8,559% +$22M 0.43% 69
2015
Q1 		$255K Sell
3,240
-24,270
-88% -$1.78M ﹤0.01% 667
2014
Q4 		$1.97M Buy
+27,510
New +$2.03M 0.03% 385
2014
Q3 		– Sell
-152,230
Closed -$12.2M – 897
2014
Q2 		$12.2M Buy
152,230
+141,380
+1,303% +$11.6M 0.2% 155
2014
Q1 		$836K Buy
+10,850
New +$826K 0.01% 587
2013
Q3 		– Sell
-271,700
Closed -$16M – 997
2013
Q2 		$16M Buy
+271,700
New +$17.1M 0.28% 102

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jacobs Levy Equity Management's PSX Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its Phillips 66 (PSX) stake by 15% in Q1 2026, selling an estimated $28.8M and leaving 1,029,791 shares worth $188M. The position accounts for 0.79% of the portfolio, ranked #22.

Jacobs Levy Equity Management first reported a position in PSX in Q2 2013 and has held it in 39 quarters since. The position peaked at $193M in Q3 2025. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Jacobs Levy Equity Management held 1,029,791 shares of Phillips 66 worth $188M as of Q1 2026.
  • Jacobs Levy Equity Management sold 183,844 Phillips 66 shares in Q1 2026, an estimated $28.8M.
  • Phillips 66 made up 0.79% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #22 holding.
  • Jacobs Levy Equity Management first reported a position in Phillips 66 in Q2 2013 and has held it in 39 quarters since.
  • Jacobs Levy Equity Management's Phillips 66 position peaked at $193M in Q3 2025.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.