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JB Capital’s Phillips 66 PSX Stock Holding History

JB Capital’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 		$232K Sell
1,370
-10
-0.7% -$1.72K 0.01% 254
2026
Q1 		$251K Buy
+1,380
New +$216K 0.01% 231
2024
Q2 		– Sell
-1,402
Closed -$229K – 234
2024
Q1 		$229K Buy
+1,402
New +$202K 0.02% 206

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JB Capital's PSX Position: Q2 2026 in Review

JB Capital reduced its Phillips 66 (PSX) stake by 0.72% in Q2 2026, selling an estimated $1.72K and leaving 1,370 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #254.

JB Capital first reported a position in PSX in Q1 2024 and has held it in 3 quarters since. The position peaked at $251K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • JB Capital held 1,370 shares of Phillips 66 worth $232K as of Q2 2026.
  • JB Capital sold 10 Phillips 66 shares in Q2 2026, an estimated $1.72K.
  • Phillips 66 made up 0.01% of JB Capital's portfolio in Q2 2026, its #254 holding.
  • JB Capital first reported a position in Phillips 66 in Q1 2024 and has held it in 3 quarters since.
  • JB Capital's Phillips 66 position peaked at $251K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

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