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 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	-$2.85M	–	58
2018 Q3	$2.85M	Buy	+25,333	New	+$2.93M	0.23%	52

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jefferies Financial Group's PSX Position: Q1 2026 in Review

Jefferies Financial Group reduced its Phillips 66 (PSX) stake by 78% in Q1 2026, selling an estimated $4.46M and leaving 8,000 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #771.

Jefferies Financial Group first reported a position in PSX in Q3 2018 and has held it in 12 quarters since. The position peaked at $23M in Q4 2024. 2,123 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

Jefferies Financial Group held 8,000 shares of Phillips 66 worth $1.46M as of Q1 2026.
Jefferies Financial Group sold 28,458 Phillips 66 shares in Q1 2026, an estimated $4.46M.
Phillips 66 made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #771 holding.
Jefferies Financial Group first reported a position in Phillips 66 in Q3 2018 and has held it in 12 quarters since.
Jefferies Financial Group's Phillips 66 position peaked at $23M in Q4 2024.
2,123 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.