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JM2 Capital’s Phillips 66 PSX Stock Holding History

JM2 Capital’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 		$243K Buy
1,436
+10
+0.7% +$1.72K 0.17% 107
2026
Q1 		$260K Buy
+1,426
New +$223K 0.22% 97

Other funds holding PSX

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JM2 Capital's PSX Position: Q2 2026 in Review

JM2 Capital increased its Phillips 66 (PSX) stake by 0.7% in Q2 2026, buying an estimated $1.72K and bringing the position to 1,436 shares worth $243K. The position accounts for 0.17% of the portfolio, ranked #107.

JM2 Capital first reported a position in PSX in Q1 2026 and has held it in 2 quarters since. The position peaked at $260K in Q1 2026. 1,225 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • JM2 Capital held 1,436 shares of Phillips 66 worth $243K as of Q2 2026.
  • JM2 Capital bought 10 Phillips 66 shares in Q2 2026, an estimated $1.72K.
  • Phillips 66 made up 0.17% of JM2 Capital's portfolio in Q2 2026, its #107 holding.
  • JM2 Capital first reported a position in Phillips 66 in Q1 2026 and has held it in 2 quarters since.
  • JM2 Capital's Phillips 66 position peaked at $260K in Q1 2026.
  • 1,225 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.