Jamison Private Wealth Management’s Phillips 66 PSX Stock Holding History

Jamison Private Wealth 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	$291K	Buy	1,720 +4	+0.2%	+$689	0.03%	202
2026 Q1	$313K	Buy	1,716 +4	+0.2%	+$627	0.04%	181
2025 Q4	$221K	Buy	1,712 +5	+0.3%	+$673	0.03%	199
2025 Q3	$232K	Buy	+1,707	New	+$219K	0.03%	200
2024 Q4	–	Sell	-1,263	Closed	-$166K	–	396
2024 Q3	$166K	Buy	1,263 +1	+0.1%	+$135	0.03%	202
2024 Q2	$178K	Buy	1,262 +1	+0.1%	+$148	0.03%	182
2024 Q1	$206K	Buy	1,261 +15	+1%	+$2.16K	0.03%	174
2023 Q4	$166K	Buy	1,246 +1	+0.1%	+$120	0.03%	178
2023 Q3	$150K	Buy	+1,245	New	+$140K	0.03%	174

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

Jamison Private Wealth Management's PSX Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Phillips 66 (PSX) stake by 0.23% in Q2 2026, buying an estimated $689 and bringing the position to 1,720 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #202.

Jamison Private Wealth Management first reported a position in PSX in Q3 2023 and has held it in 9 quarters since. The position peaked at $313K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Jamison Private Wealth Management held 1,720 shares of Phillips 66 worth $291K as of Q2 2026.
Jamison Private Wealth Management bought 4 Phillips 66 shares in Q2 2026, an estimated $689.
Phillips 66 made up 0.03% of Jamison Private Wealth Management's portfolio in Q2 2026, its #202 holding.
Jamison Private Wealth Management first reported a position in Phillips 66 in Q3 2023 and has held it in 9 quarters since.
Jamison Private Wealth Management's Phillips 66 position peaked at $313K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.