JBR Co Financial Management’s Phillips 66 PSX Stock Holding History

JBR Co Financial 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	$1.57M	Buy	9,293 +1,045	+13%	+$180K	0.57%	39
2026 Q1	$1.06M	Hold	8,248	–	–	0.45%	52
2025 Q4	$1.06M	Hold	8,248	–	–	0.45%	52
2025 Q3	$1.12M	Buy	8,248 +25	+0.3%	+$3.2K	0.47%	48
2025 Q2	$981K	Sell	8,223 -847	-9%	-$94.9K	0.48%	49
2025 Q1	$1.12M	Sell	9,070 -450	-5%	-$55.5K	0.66%	42
2024 Q4	$1.08M	Buy	9,520 +85	+0.9%	+$10.8K	0.66%	39
2024 Q3	$1.24M	Hold	9,435	–	–	0.81%	33
2024 Q2	$1.33M	Hold	9,435	–	–	0.94%	26
2024 Q1	$1.54M	Sell	9,435 -130	-1%	-$18.7K	1.23%	25
2023 Q4	$1.27M	Buy	+9,565	New	+$1.14M	1.2%	23

Other funds holding PSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

JBR Co Financial Management's PSX Position: Q2 2026 in Review

JBR Co Financial Management increased its Phillips 66 (PSX) stake by 13% in Q2 2026, buying an estimated $180K and bringing the position to 9,293 shares worth $1.57M. The position accounts for 0.57% of the portfolio, ranked #39.

JBR Co Financial Management first reported a position in PSX in Q4 2023 and has held it in 11 quarters since. 865 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

JBR Co Financial Management held 9,293 shares of Phillips 66 worth $1.57M as of Q2 2026.
JBR Co Financial Management bought 1,045 Phillips 66 shares in Q2 2026, an estimated $180K.
Phillips 66 made up 0.57% of JBR Co Financial Management's portfolio in Q2 2026, its #39 holding.
JBR Co Financial Management first reported a position in Phillips 66 in Q4 2023 and has held it in 11 quarters since.
865 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.