Jeppson Wealth Management
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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
Q3 		$2.4M Sell
9,412
-319
-3% -$72.9K 0.69% 40
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Jeppson Wealth Management's PSX Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Phillips 66 (PSX) stake by 3.3% in Q3 2026, selling an estimated $72.9K and leaving 9,412 shares worth $2.4M. The position accounts for 0.69% of the portfolio, ranked #40.

Jeppson Wealth Management first reported a position in PSX in Q3 2020 and has held it in 25 quarters since. 1,044 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Jeppson Wealth Management held 9,412 shares of Phillips 66 worth $2.4M as of Q3 2026.
  • Jeppson Wealth Management sold 319 Phillips 66 shares in Q3 2026, an estimated $72.9K.
  • Phillips 66 made up 0.69% of Jeppson Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Jeppson Wealth Management first reported a position in Phillips 66 in Q3 2020 and has held it in 25 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.