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Jeppson Wealth Management’s Phillips 66 PSX Stock Holding History

Jeppson Wealth Management’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 		$1.65M Sell
9,731
-43
-0.4% -$7.4K 0.48% 55
2026
Q1 		$1.78M Sell
9,774
-25
-0.3% -$3.92K 0.56% 46
2025
Q4 		$1.26M Sell
9,799
-20
-0.2% -$2.69K 0.4% 62
2025
Q3 		$1.34M Sell
9,819
-450
-4% -$57.7K 0.43% 61
2025
Q2 		$1.23M Sell
10,269
-25
-0.2% -$2.8K 0.42% 62
2025
Q1 		$1.27M Buy
10,294
+15
+0.1% +$1.85K 0.47% 55
2024
Q4 		$1.17M Sell
10,279
-50
-0.5% -$6.36K 0.42% 63
2024
Q3 		$1.36M Sell
10,329
-38
-0.4% -$5.13K 0.49% 55
2024
Q2 		$1.46M Sell
10,367
-50
-0.5% -$7.4K 0.56% 48
2024
Q1 		$1.7M Sell
10,417
-180
-2% -$25.9K 0.66% 36
2023
Q4 		$1.41M Sell
10,597
-50
-0.5% -$5.98K 0.58% 47
2023
Q3 		$1.28M Hold
10,647
– – 0.59% 42
2023
Q2 		$1.02M Sell
10,647
-200
-2% -$19.4K 0.44% 62
2023
Q1 		$1.1M Sell
10,847
-100
-0.9% -$10.2K 0.48% 52
2022
Q4 		$1.14M Sell
10,947
-325
-3% -$33.2K 0.48% 47
2022
Q3 		$910K Buy
11,272
+300
+3% +$25.6K 0.41% 55
2022
Q2 		$900K Hold
10,972
– – 0.39% 63
2022
Q1 		$947K Sell
10,972
-110
-1% -$9.26K 0.44% 58
2021
Q4 		$803K Sell
11,082
-728
-6% -$55K 0.39% 65
2021
Q3 		$827K Buy
11,810
+675
+6% +$48.9K 0.43% 56
2021
Q2 		$955K Hold
11,135
– – 0.52% 52
2021
Q1 		$907K Sell
11,135
-450
-4% -$35.3K 0.54% 50
2020
Q4 		$810K Sell
11,585
-2,070
-15% -$122K 0.54% 49
2020
Q3 		$708K Buy
+13,655
New +$833K 0.55% 48

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 $3.37T AUM 44.26% 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

Jeppson Wealth Management's PSX Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Phillips 66 (PSX) stake by 0.44% in Q2 2026, selling an estimated $7.4K and leaving 9,731 shares worth $1.65M. The position accounts for 0.48% of the portfolio, ranked #55.

Jeppson Wealth Management first reported a position in PSX in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.78M in Q1 2026. 2,101 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Jeppson Wealth Management held 9,731 shares of Phillips 66 worth $1.65M as of Q2 2026.
  • Jeppson Wealth Management sold 43 Phillips 66 shares in Q2 2026, an estimated $7.4K.
  • Phillips 66 made up 0.48% of Jeppson Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Jeppson Wealth Management first reported a position in Phillips 66 in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Phillips 66 position peaked at $1.78M in Q1 2026.
  • 2,101 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.