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 Q2	–	Sell	-21,000	Closed	-$3.83M	–	1979
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jefferies Financial Group's PSX Position: Q2 2026 in Review

Jefferies Financial Group reduced its Phillips 66 (PSX) stake by 49% in Q2 2026, selling an estimated $669K and leaving 4,115 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Jefferies Financial Group first reported a position in PSX in Q3 2018 and has held it in 13 quarters since. The position peaked at $23M in Q4 2024. 2,108 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Jefferies Financial Group held 4,115 shares of Phillips 66 worth $696K as of Q2 2026.
Jefferies Financial Group sold 3,885 Phillips 66 shares in Q2 2026, an estimated $669K.
Phillips 66 made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1134 holding.
Jefferies Financial Group first reported a position in Phillips 66 in Q3 2018 and has held it in 13 quarters since.
Jefferies Financial Group's Phillips 66 position peaked at $23M in Q4 2024.
2,108 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.