Joel Isaacson & Co’s Phillips 66 PSX Stock Holding History

Joel Isaacson & Co’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	$734K	Sell	4,344 -545	-11%	-$93.8K	0.02%	253
2026 Q1	$891K	Sell	4,889 -619	-11%	-$97K	0.03%	201
2025 Q4	$711K	Buy	5,508 +291	+6%	+$39.2K	0.02%	234
2025 Q3	$710K	Buy	5,217 +2,000	+62%	+$256K	0.03%	220
2025 Q2	$384K	Hold	3,217	–	–	0.02%	292
2025 Q1	$397K	Sell	3,217 -83	-3%	-$10.2K	0.02%	270
2024 Q4	$376K	Hold	3,300	–	–	0.02%	263
2024 Q3	$434K	Hold	3,300	–	–	0.02%	242
2024 Q2	$466K	Sell	3,300 -45	-1%	-$6.66K	0.02%	220
2024 Q1	$546K	Sell	3,345 -201	-6%	-$29K	0.03%	198
2023 Q4	$472K	Buy	3,546 +11	+0.3%	+$1.31K	0.03%	198
2023 Q3	$425K	Buy	3,535 +12	+0.3%	+$1.35K	0.03%	203
2023 Q2	$336K	Buy	3,523 +14	+0.4%	+$1.36K	0.02%	239
2023 Q1	$356K	Buy	3,509 +113	+3%	+$11.5K	0.03%	230
2022 Q4	$353K	Sell	3,396 -188	-5%	-$19.2K	0.03%	219
2022 Q3	$289K	Buy	3,584 +14	+0.4%	+$1.19K	0.03%	236
2022 Q2	$293K	Buy	3,570 +12	+0.3%	+$1.11K	0.02%	238
2022 Q1	$310K	Sell	3,558 -136	-4%	-$11.4K	0.02%	250
2021 Q4	$268K	Sell	3,694 -185	-5%	-$14K	0.02%	270
2021 Q3	$272K	Buy	3,879 +16	+0.4%	+$1.16K	0.02%	260
2021 Q2	$332K	Buy	3,863 +12	+0.3%	+$1.01K	0.03%	222
2021 Q1	$314K	Buy	3,851 +223	+6%	+$17.5K	0.03%	211
2020 Q4	$254K	Buy	+3,628	New	+$213K	0.02%	213
2020 Q3	–	Sell	-3,705	Closed	-$266K	–	231
2020 Q2	$266K	Sell	3,705 -221	-6%	-$15.6K	0.04%	178
2020 Q1	$211K	Sell	3,926 -851	-18%	-$69.3K	0.04%	175
2019 Q4	$532K	Buy	4,777 +9	+0.2%	+$1.01K	0.07%	125
2019 Q3	$488K	Sell	4,768 -94	-2%	-$9.42K	0.07%	122
2019 Q2	$455K	Buy	4,862 +1,206	+33%	+$108K	0.07%	132
2019 Q1	$348K	Sell	3,656 -30	-0.8%	-$2.85K	0.05%	159
2018 Q4	$342K	Buy	3,686 +92	+3%	+$8.99K	0.05%	162
2018 Q3	$405K	Buy	3,594 +7	+0.2%	+$809	0.06%	143
2018 Q2	$403K	Sell	3,587 -489	-12%	-$55K	0.07%	137
2018 Q1	$391K	Buy	4,076 +291	+8%	+$28.3K	0.07%	135
2017 Q4	$383K	Buy	3,785 +11	+0.3%	+$1.05K	0.07%	133
2017 Q3	$346K	Sell	3,774 -47	-1%	-$3.98K	0.06%	137
2017 Q2	$316K	Buy	3,821 +14	+0.4%	+$1.1K	0.06%	140
2017 Q1	$302K	Sell	3,807 -73	-2%	-$5.88K	0.06%	136
2016 Q4	$335K	Buy	3,880 +11	+0.3%	+$914	0.07%	114
2016 Q3	$312K	Buy	3,869 +2,000	+107%	+$155K	0.06%	131
2016 Q2	$148K	Sell	1,869 -188	-9%	-$15.4K	0.03%	197
2016 Q1	$178K	Hold	2,057	–	–	0.04%	179
2015 Q4	$168K	Sell	2,057 -6	-0.3%	-$518	0.04%	169
2015 Q3	$159K	Hold	2,063	–	–	0.04%	169
2015 Q2	$166K	Buy	2,063 +42	+2%	+$3.34K	0.04%	187
2015 Q1	$159K	Sell	2,021 -26	-1%	-$1.91K	0.04%	197
2014 Q4	$147K	Hold	2,047	–	–	0.04%	189
2014 Q3	$166K	Hold	2,047	–	–	0.05%	145
2014 Q2	$165K	Buy	2,047 +330	+19%	+$27.2K	0.05%	151
2014 Q1	$132K	Buy	1,717 +26	+2%	+$1.98K	0.04%	167
2013 Q4	$130K	Buy	1,691 +889	+111%	+$59.3K	0.05%	158
2013 Q3	$46K	Hold	802	–	–	0.02%	268
2013 Q2	$47K	Buy	+802	New	+$50.4K	0.02%	233

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Joel Isaacson & Co's PSX Position: Q2 2026 in Review

Joel Isaacson & Co reduced its Phillips 66 (PSX) stake by 11% in Q2 2026, selling an estimated $93.8K and leaving 4,344 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #253.

Joel Isaacson & Co first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $891K in Q1 2026. 1,315 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Joel Isaacson & Co held 4,344 shares of Phillips 66 worth $734K as of Q2 2026.
Joel Isaacson & Co sold 545 Phillips 66 shares in Q2 2026, an estimated $93.8K.
Phillips 66 made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #253 holding.
Joel Isaacson & Co first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
Joel Isaacson & Co's Phillips 66 position peaked at $891K in Q1 2026.
1,315 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.