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	$3.83M	Buy	+21,000	New	+$3.29M	0.03%	406
2025 Q3	–	Sell	-23,900	Closed	-$2.85M	–	1629
2025 Q2	$2.85M	Hold	23,900	–	–	0.02%	437
2025 Q1	$2.95M	Buy	23,900 +4,200	+21%	+$518K	0.03%	449
2024 Q4	$2.24M	Buy	+19,700	New	+$2.51M	0.01%	630
2024 Q3	–	Sell	-11,200	Closed	-$1.58M	–	1701
2024 Q2	$1.58M	Hold	11,200	–	–	0.02%	605
2024 Q1	$1.83M	Buy	+11,200	New	+$1.61M	0.02%	621

Other funds holding PSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 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. 2,118 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.
2,118 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.