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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
2023
Q4 		– Sell
-58,766
Closed -$7.06M – 1930
2023
Q3 		$7.06M Buy
+58,766
New +$6.6M 0.06% 248

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
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.