Jacobsen Capital Management’s Phillips 66 PSX Stock Holding History

Jacobsen 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
2026 Q2	$242K	Buy	1,429 +1	+0.1%	+$172	0.07%	109
2026 Q1	$260K	Buy	+1,428	New	+$224K	0.09%	94
2020 Q3	–	Sell	-10,101	Closed	-$726K	–	61
2020 Q2	$726K	Buy	+10,101	New	+$715K	0.55%	36
2019 Q4	$793K	Sell	7,124 -160	-2%	-$18K	0.79%	32
2019 Q3	$745K	Hold	7,284	–	–	0.72%	38
2019 Q2	$681K	Buy	+7,284	New	+$654K	0.68%	38

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

Jacobsen Capital Management's PSX Position: Q2 2026 in Review

Jacobsen Capital Management increased its Phillips 66 (PSX) stake by 0.07% in Q2 2026, buying an estimated $172 and bringing the position to 1,429 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #109.

Jacobsen Capital Management first reported a position in PSX in Q2 2019 and has held it in 6 quarters since. The position peaked at $793K in Q4 2019. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Jacobsen Capital Management held 1,429 shares of Phillips 66 worth $242K as of Q2 2026.
Jacobsen Capital Management bought 1 Phillips 66 share in Q2 2026, an estimated $172.
Phillips 66 made up 0.07% of Jacobsen Capital Management's portfolio in Q2 2026, its #109 holding.
Jacobsen Capital Management first reported a position in Phillips 66 in Q2 2019 and has held it in 6 quarters since.
Jacobsen Capital Management's Phillips 66 position peaked at $793K in Q4 2019.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.