JNBA Financial Advisors’s Phillips 66 PSX Stock Holding History

JNBA Financial Advisors’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	$82.7K	Buy	489 +22	+5%	+$3.79K	0.01%	266
2026 Q1	$85.1K	Sell	467 -1,216	-72%	-$191K	0.01%	250
2025 Q4	$217K	Buy	1,683 +9	+0.5%	+$1.21K	0.02%	180
2025 Q3	$228K	Hold	1,674	–	–	0.02%	173
2025 Q2	$200K	Hold	1,674	–	–	0.02%	179
2025 Q1	$207K	Buy	1,674 +1,019	+156%	+$126K	0.02%	175
2024 Q4	$74.6K	Hold	655	–	–	0.01%	246
2024 Q3	$86K	Sell	655 -18	-3%	-$2.43K	0.01%	237
2024 Q2	$94.9K	Sell	673 -166	-20%	-$24.6K	0.01%	226
2024 Q1	$137K	Sell	839 -450	-35%	-$64.8K	0.01%	208
2023 Q4	$172K	Sell	1,289 -6	-0.5%	-$717	0.02%	198
2023 Q3	$156K	Sell	1,295 -60	-4%	-$6.73K	0.02%	202
2023 Q2	$129K	Sell	1,355 -5	-0.4%	-$486	0.02%	208
2023 Q1	$138K	Buy	1,360 +5	+0.4%	+$508	0.02%	214
2022 Q4	$141K	Buy	1,355 +42	+3%	+$4.3K	0.02%	205
2022 Q3	$106K	Hold	1,313	–	–	0.02%	221
2022 Q2	$108K	Sell	1,313 -29	-2%	-$2.68K	0.02%	215
2022 Q1	$116K	Sell	1,342 -1	-0.1%	-$84	0.02%	216
2021 Q4	$97K	Buy	1,343 +56	+4%	+$4.23K	0.01%	238
2021 Q3	$90K	Sell	1,287 -1,287	-50%	-$93.2K	0.01%	235
2021 Q2	$221K	Sell	2,574 -128	-5%	-$10.8K	0.03%	185
2021 Q1	$220K	Buy	2,702 +1,807	+202%	+$142K	0.03%	183
2020 Q4	$63K	Hold	895	–	–	0.01%	244
2020 Q3	$46K	Hold	895	–	–	0.01%	247
2020 Q2	$64K	Buy	895 +16	+2%	+$1.13K	0.01%	215
2020 Q1	$47K	Buy	879 +20	+2%	+$1.63K	0.01%	224
2019 Q4	$96K	Buy	859 +63	+8%	+$7.08K	0.02%	185
2019 Q3	$82K	Buy	796 +43	+6%	+$4.31K	0.02%	187
2019 Q2	$70K	Hold	753	–	–	0.01%	206
2019 Q1	$72K	Hold	753	–	–	0.02%	193
2018 Q4	$65K	Sell	753 -35,847	-98%	-$3.5M	0.01%	180
2018 Q3	$4.13M	Buy	36,600 +35,747	+4,191%	+$4.13M	1.85%	11
2018 Q2	$96K	Hold	853	–	–	0.02%	177
2018 Q1	$82K	Sell	853 -100	-10%	-$9.73K	0.02%	186
2017 Q4	$96K	Hold	953	–	–	0.02%	178
2017 Q3	$87K	Hold	953	–	–	0.02%	172
2017 Q2	$79K	Hold	953	–	–	0.02%	171
2017 Q1	$75K	Buy	953 +193	+25%	+$15.5K	0.02%	175
2016 Q4	$66K	Sell	760 -1,610	-68%	-$134K	0.02%	186
2016 Q3	$191K	Buy	2,370 +1,601	+208%	+$124K	0.03%	226
2016 Q2	$61K	Buy	769 +100	+15%	+$8.17K	0.02%	188
2016 Q1	$58K	Hold	669	–	–	0.02%	184
2015 Q4	$55K	Hold	669	–	–	0.02%	184
2015 Q3	$51K	Hold	669	–	–	0.02%	185
2015 Q2	$54K	Hold	669	–	–	0.02%	178
2015 Q1	$53K	Hold	669	–	–	0.02%	183
2014 Q4	$48K	Hold	669	–	–	0.02%	196
2014 Q3	$54K	Hold	669	–	–	0.02%	183
2014 Q2	$54K	Hold	669	–	–	0.03%	175
2014 Q1	$52K	Buy	669 +60	+10%	+$4.57K	0.03%	168
2013 Q4	$47K	Buy	609 +100	+20%	+$6.67K	0.03%	166
2013 Q3	$29K	Buy	509 +100	+24%	+$5.8K	0.02%	195
2013 Q2	$24K	Buy	+409	New	+$25.7K	0.02%	191

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

JNBA Financial Advisors's PSX Position: Q2 2026 in Review

JNBA Financial Advisors increased its Phillips 66 (PSX) stake by 4.7% in Q2 2026, buying an estimated $3.79K and bringing the position to 489 shares worth $82.7K. The position accounts for 0.01% of the portfolio, ranked #266.

JNBA Financial Advisors first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.13M in Q3 2018. 717 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

JNBA Financial Advisors held 489 shares of Phillips 66 worth $82.7K as of Q2 2026.
JNBA Financial Advisors bought 22 Phillips 66 shares in Q2 2026, an estimated $3.79K.
Phillips 66 made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #266 holding.
JNBA Financial Advisors first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
JNBA Financial Advisors's Phillips 66 position peaked at $4.13M in Q3 2018.
717 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.