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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
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 $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

Jeppson Wealth Management's PSX Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Phillips 66 (PSX) stake by 0.26% in Q1 2026, selling an estimated $3.92K and leaving 9,774 shares worth $1.78M. The position accounts for 0.56% of the portfolio, ranked #46.

Jeppson Wealth Management first reported a position in PSX in Q3 2020 and has held it in 23 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Jeppson Wealth Management held 9,774 shares of Phillips 66 worth $1.78M as of Q1 2026.
  • Jeppson Wealth Management sold 25 Phillips 66 shares in Q1 2026, an estimated $3.92K.
  • Phillips 66 made up 0.56% of Jeppson Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Jeppson Wealth Management first reported a position in Phillips 66 in Q3 2020 and has held it in 23 quarters since.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.