JFG
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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
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.