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Jaffetilchin Investment Partners’s Phillips 66 PSX Stock Holding History

Jaffetilchin Investment Partners’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 		$358K Buy
1,966
+102
+5% +$16K 0.02% 330
2025
Q4 		$241K Buy
1,864
+92
+5% +$12.4K 0.01% 409
2025
Q3 		$241K Sell
1,772
-21
-1% -$2.69K 0.01% 396
2025
Q2 		$214K Buy
1,793
+147
+9% +$16.5K 0.01% 399
2025
Q1 		$203K Buy
+1,646
New +$203K 0.01% 392
2024
Q4 		– Sell
-3,119
Closed -$410K – 1063
2024
Q3 		$410K Sell
3,119
-2,512
-45% -$339K 0.03% 253
2024
Q2 		$795K Buy
5,631
+144
+3% +$21.3K 0.07% 160
2024
Q1 		$896K Sell
5,487
-542
-9% -$78.1K 0.08% 150
2023
Q4 		$803K Buy
6,029
+535
+10% +$63.9K 0.08% 163
2023
Q3 		$660K Buy
+5,494
New +$617K 0.07% 161
2020
Q1 		– Sell
-2,090
Closed -$233K – 214
2019
Q4 		$233K Buy
+2,090
New +$235K 0.05% 205
2018
Q4 		– Sell
-10,658
Closed -$1.2M – 333
2018
Q3 		$1.2M Buy
10,658
+2,693
+34% +$311K 0.25% 70
2018
Q2 		$895K Buy
+7,965
New +$895K 0.2% 93
2016
Q1 		– Sell
-4,953
Closed -$405K – 234
2015
Q4 		$405K Buy
+4,953
New +$427K 0.13% 113
2014
Q3 		– Sell
-6,305
Closed -$507K – 235
2014
Q2 		$507K Buy
+6,305
New +$519K 0.18% 91

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

Jaffetilchin Investment Partners's PSX Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Phillips 66 (PSX) stake by 5.5% in Q1 2026, buying an estimated $16K and bringing the position to 1,966 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #330.

Jaffetilchin Investment Partners first reported a position in PSX in Q2 2014 and has held it in 15 quarters since. The position peaked at $1.2M in Q3 2018. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Jaffetilchin Investment Partners held 1,966 shares of Phillips 66 worth $358K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 102 Phillips 66 shares in Q1 2026, an estimated $16K.
  • Phillips 66 made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #330 holding.
  • Jaffetilchin Investment Partners first reported a position in Phillips 66 in Q2 2014 and has held it in 15 quarters since.
  • Jaffetilchin Investment Partners's Phillips 66 position peaked at $1.2M in Q3 2018.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.