Janney Montgomery Scott’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $39.6M | Buy |
234,191
+4,441
| +2% | +$764K | 0.08% | 255 |
|
|
2026
Q1 | $41.9M | Buy |
229,750
+7,688
| +3% | +$1.2M | 0.1% | 196 |
|
|
2025
Q4 | $28.7M | Buy |
222,062
+2,871
| +1% | +$386K | 0.07% | 286 |
|
|
2025
Q3 | $29.8M | Buy |
219,191
+1,110
| +0.5% | +$142K | 0.07% | 267 |
|
|
2025
Q2 | $26M | Buy |
218,081
+3,897
| +2% | +$437K | 0.07% | 281 |
|
|
2025
Q1 | $26.4M | Sell |
214,184
-2,441
| -1% | -$301K | 0.08% | 262 |
|
|
2024
Q4 | $24.7M | Buy |
216,625
+772
| +0.4% | +$98.2K | 0.07% | 281 |
|
|
2024
Q3 | $28.4M | Sell |
215,853
-1,357
| -0.6% | -$183K | 0.08% | 260 |
|
|
2024
Q2 | $30.7M | Sell |
217,210
-19,157
| -8% | -$2.84M | 0.09% | 212 |
|
|
2024
Q1 | $38.6M | Sell |
236,367
-1,055
| -0.4% | -$152K | 0.11% | 181 |
|
|
2023
Q4 | $31.6M | Buy |
237,422
+9,941
| +4% | +$1.19M | 0.1% | 196 |
|
|
2023
Q3 | $27.3M | Buy |
227,481
+5,165
| +2% | +$580K | 0.1% | 190 |
|
|
2023
Q2 | $21.2M | Sell |
222,316
-2,476
| -1% | -$241K | 0.07% | 248 |
|
|
2023
Q1 | $22.8M | Buy |
224,792
+8,994
| +4% | +$914K | 0.09% | 204 |
|
|
2022
Q4 | $22.5M | Sell |
215,798
-2,458
| -1% | -$251K | 0.09% | 225 |
|
|
2022
Q3 | $17.6M | Buy |
218,256
+28,534
| +15% | +$2.43M | 0.08% | 245 |
|
|
2022
Q2 | $16.7M | Sell |
189,722
-9,441
| -5% | -$873K | 0.08% | 244 |
|
|
2022
Q1 | $17.2M | Sell |
199,163
-1,564
| -0.8% | -$132K | 0.07% | 244 |
|
|
2021
Q4 | $14.5M | Buy |
200,727
+13,332
| +7% | +$1.01M | 0.06% | 303 |
|
|
2021
Q3 | $13.1M | Buy |
187,395
+14,680
| +8% | +$1.06M | 0.06% | 302 |
|
|
2021
Q2 | $14.8M | Sell |
172,715
-4,780
| -3% | -$403K | 0.07% | 275 |
|
|
2021
Q1 | $14.5M | Sell |
177,495
-10,044
| -5% | -$788K | 0.07% | 245 |
|
|
2020
Q4 | $13.1M | Buy |
187,539
+11,494
| +7% | +$675K | 0.06% | 272 |
|
|
2020
Q3 | $9.13M | Sell |
176,045
-8,843
| -5% | -$540K | 0.05% | 312 |
|
|
2020
Q2 | $13.3M | Buy |
184,888
+17,966
| +11% | +$1.27M | 0.08% | 238 |
|
|
2020
Q1 | $8.96M | Sell |
166,922
-6,072
| -4% | -$494K | 0.07% | 268 |
|
|
2019
Q4 | $19.3M | Sell |
172,994
-6,078
| -3% | -$683K | 0.13% | 185 |
|
|
2019
Q3 | $18.3M | Sell |
179,072
-7,694
| -4% | -$771K | 0.13% | 176 |
|
|
2019
Q2 | $17.5M | Sell |
186,766
-11,126
| -6% | -$998K | 0.13% | 175 |
|
|
2019
Q1 | $18.8M | Buy |
197,892
+8,090
| +4% | +$769K | 0.15% | 153 |
|
|
2018
Q4 | $16.4M | Buy |
189,802
+15,696
| +9% | +$1.53M | 0.16% | 148 |
|
|
2018
Q3 | $19.6M | Buy |
174,106
+2,676
| +2% | +$309K | 0.17% | 132 |
|
|
2018
Q2 | $19.3M | Sell |
171,430
-7,177
| -4% | -$807K | 0.19% | 120 |
|
|
2018
Q1 | $17.1M | Buy |
178,607
+8,119
| +5% | +$790K | 0.17% | 129 |
|
|
2017
Q4 | $17.2M | Buy |
170,488
+96
| +0.1% | +$9.13K | 0.18% | 126 |
|
|
2017
Q3 | $15.6M | Buy |
170,392
+1,153
| +0.7% | +$97.7K | 0.18% | 130 |
|
|
2017
Q2 | $14M | Sell |
169,239
-13,523
| -7% | -$1.06M | 0.17% | 134 |
|
|
2017
Q1 | $14.5M | Buy |
182,762
+44,719
| +32% | +$3.6M | 0.19% | 122 |
|
|
2016
Q4 | $11.9M | Buy |
138,043
+2,238
| +2% | +$186K | 0.18% | 127 |
|
|
2016
Q3 | $10.9M | Sell |
135,805
-56,375
| -29% | -$4.38M | 0.19% | 125 |
|
|
2016
Q2 | $15.2M | Buy |
192,180
+101,469
| +112% | +$8.29M | 0.31% | 81 |
|
|
2016
Q1 | $7.86M | Buy |
90,711
+2,048
| +2% | +$166K | 0.21% | 120 |
|
|
2015
Q4 | $7.25M | Sell |
88,663
-2,504
| -3% | -$216K | 0.19% | 137 |
|
|
2015
Q3 | $7M | Buy |
91,167
+2,153
| +2% | +$171K | 0.2% | 126 |
|
|
2015
Q2 | $7.17M | Buy |
89,014
+1,959
| +2% | +$156K | 0.15% | 157 |
|
|
2015
Q1 | $6.84M | Buy |
87,055
+1,208
| +1% | +$88.7K | 0.13% | 199 |
|
|
2014
Q4 | $6.16M | Buy |
85,847
+21,324
| +33% | +$1.57M | 0.12% | 201 |
|
|
2014
Q3 | $5.25M | Buy |
64,523
+373
| +0.6% | +$31K | 0.11% | 227 |
|
|
2014
Q2 | $5.16M | Buy |
64,150
+2,084
| +3% | +$172K | 0.11% | 222 |
|
|
2014
Q1 | $4.78M | Buy |
62,066
+2,318
| +4% | +$176K | 0.12% | 213 |
|
|
2013
Q4 | $4.61M | Buy |
59,748
+4,231
| +8% | +$282K | 0.12% | 195 |
|
|
2013
Q3 | $3.21M | Buy |
55,517
+25,802
| +87% | +$1.5M | 0.1% | 262 |
|
|
2013
Q2 | $1.75M | Buy |
+29,715
| New | +$1.87M | 0.18% | 136 |
|
Other funds holding PSX
EIM
Janney Montgomery Scott's PSX Position: Q2 2026 in Review
Janney Montgomery Scott increased its Phillips 66 (PSX) stake by 1.9% in Q2 2026, buying an estimated $764K and bringing the position to 234,191 shares worth $39.6M. The position accounts for 0.08% of the portfolio, ranked #255.
Janney Montgomery Scott first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $41.9M in Q1 2026. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Janney Montgomery Scott held 234,191 shares of Phillips 66 worth $39.6M as of Q2 2026.
- Janney Montgomery Scott bought 4,441 Phillips 66 shares in Q2 2026, an estimated $764K.
- Phillips 66 made up 0.08% of Janney Montgomery Scott's portfolio in Q2 2026, its #255 holding.
- Janney Montgomery Scott first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
- Janney Montgomery Scott's Phillips 66 position peaked at $41.9M in Q1 2026.
- 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.