Jefferies Financial Group
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Jefferies Financial Group’s Phillips 66 PSX Stock Holding History

Jefferies Financial Group’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
Q3 		$2.56M Buy
10,011
+5,896
+143% +$1.35M 0.02% 480
2026
Q2 		$696K Sell
4,115
-3,885
-49% -$669K ﹤0.01% 1134
2026
Q1 		$1.46M Sell
8,000
-28,458
-78% -$4.46M 0.01% 771
2025
Q4 		$4.7M Buy
+36,458
New +$4.91M 0.02% 500
2025
Q3 		– Sell
-2,500
Closed -$298K – 1630
2025
Q2 		$298K Sell
2,500
-5,124
-67% -$574K ﹤0.01% 1030
2025
Q1 		$941K Sell
7,624
-194,465
-96% -$24M 0.01% 833
2024
Q4 		$23M Buy
+202,089
New +$25.7M 0.14% 111
2024
Q3 		– Sell
-41,975
Closed -$5.93M – 1702
2024
Q2 		$5.93M Buy
41,975
+34,415
+455% +$5.09M 0.06% 247
2024
Q1 		$1.23M Sell
7,560
-72,100
-91% -$10.4M 0.01% 746
2023
Q4 		$10.6M Buy
79,660
+79,500
+49,688% +$9.5M 0.07% 214
2023
Q3 		$19.2K Sell
160
-15,444
-99% -$1.73M ﹤0.01% 1534
2023
Q2 		$1.49M Buy
15,604
+4,056
+35% +$394K 0.01% 762
2023
Q1 		$1.17M Buy
+11,548
New +$1.17M 0.01% 841
2018
Q4 		– Sell
-25,333
Closed -$2.86M – 58
2018
Q3 		$2.86M Buy
+25,333
New +$2.93M 0.23% 52

Other funds holding PSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Jefferies Financial Group's PSX Position: Q3 2026 in Review

Jefferies Financial Group increased its Phillips 66 (PSX) stake by 143% in Q3 2026, buying an estimated $1.35M and bringing the position to 10,011 shares worth $2.56M. The position accounts for 0.02% of the portfolio, ranked #480.

Jefferies Financial Group first reported a position in PSX in Q3 2018 and has held it in 14 quarters since. The position peaked at $23M in Q4 2024. 1,665 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Jefferies Financial Group held 10,011 shares of Phillips 66 worth $2.56M as of Q3 2026.
  • Jefferies Financial Group bought 5,896 Phillips 66 shares in Q3 2026, an estimated $1.35M.
  • Phillips 66 made up 0.02% of Jefferies Financial Group's portfolio in Q3 2026, its #480 holding.
  • Jefferies Financial Group first reported a position in Phillips 66 in Q3 2018 and has held it in 14 quarters since.
  • Jefferies Financial Group's Phillips 66 position peaked at $23M in Q4 2024.
  • 1,665 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.