Johnson Financial Group Inc (Wisconsin)’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $72K | Sell |
426
-39
| -8% | -$6.71K | ﹤0.01% | 433 |
|
|
2026
Q1 | $84.7K | Sell |
465
-214
| -32% | -$33.5K | ﹤0.01% | 413 |
|
|
2025
Q4 | $87.6K | Buy |
679
+72
| +12% | +$9.69K | ﹤0.01% | 428 |
|
|
2025
Q3 | $82.6K | Sell |
607
-253
| -29% | -$32.4K | ﹤0.01% | 482 |
|
|
2025
Q2 | $103K | Sell |
860
-681
| -44% | -$76.3K | ﹤0.01% | 374 |
|
|
2025
Q1 | $190K | Sell |
1,541
-1,439
| -48% | -$177K | 0.01% | 359 |
|
|
2024
Q4 | $351K | Sell |
2,980
-2,859
| -49% | -$364K | 0.02% | 247 |
|
|
2024
Q3 | $768K | Sell |
5,839
-98
| -2% | -$13.2K | 0.04% | 180 |
|
|
2024
Q2 | $838K | Buy |
5,937
+1,245
| +27% | +$184K | 0.04% | 158 |
|
|
2024
Q1 | $766K | Sell |
4,692
-1,664
| -26% | -$240K | 0.04% | 148 |
|
|
2023
Q4 | $846K | Buy |
6,356
+354
| +6% | +$42.3K | 0.05% | 126 |
|
|
2023
Q3 | $721K | Buy |
6,002
+33
| +0.6% | +$3.7K | 0.05% | 137 |
|
|
2023
Q2 | $569K | Buy |
5,969
+127
| +2% | +$12.3K | 0.04% | 170 |
|
|
2023
Q1 | $592K | Buy |
5,842
+5,182
| +785% | +$527K | 0.04% | 166 |
|
|
2022
Q4 | $68.7K | Sell |
660
-81
| -11% | -$8.29K | 0.01% | 319 |
|
|
2022
Q3 | $71K | Sell |
741
-516
| -41% | -$44K | 0.01% | 324 |
|
|
2022
Q2 | $103K | Hold |
1,257
| – | – | 0.01% | 317 |
|
|
2022
Q1 | $109K | Sell |
1,257
-335
| -21% | -$28.2K | 0.01% | 339 |
|
|
2021
Q4 | $115K | Sell |
1,592
-228
| -13% | -$17.2K | 0.01% | 345 |
|
|
2021
Q3 | $127K | Sell |
1,820
-250
| -12% | -$18.1K | 0.01% | 298 |
|
|
2021
Q2 | $178K | Sell |
2,070
-5,660
| -73% | -$478K | 0.01% | 283 |
|
|
2021
Q1 | $631K | Sell |
7,730
-1,091
| -12% | -$85.6K | 0.04% | 162 |
|
|
2020
Q4 | $617K | Sell |
8,821
-912
| -9% | -$53.5K | 0.05% | 143 |
|
|
2020
Q3 | $505K | Buy |
9,733
+2,504
| +35% | +$153K | 0.05% | 146 |
|
|
2020
Q2 | $520K | Sell |
7,229
-13,815
| -66% | -$978K | 0.06% | 127 |
|
|
2020
Q1 | $1.13M | Buy |
21,044
+923
| +5% | +$75.1K | 0.14% | 77 |
|
|
2019
Q4 | $2.24M | Sell |
20,121
-10,683
| -35% | -$1.2M | 0.2% | 58 |
|
|
2019
Q3 | $3.15M | Sell |
30,804
-341
| -1% | -$34.2K | 0.29% | 58 |
|
|
2019
Q2 | $2.91M | Buy |
31,145
+3,274
| +12% | +$294K | 0.26% | 57 |
|
|
2019
Q1 | $2.65M | Buy |
27,871
+898
| +3% | +$85.4K | 0.24% | 65 |
|
|
2018
Q4 | $2.32M | Buy |
26,973
+1,019
| +4% | +$99.6K | 0.24% | 65 |
|
|
2018
Q3 | $2.92M | Sell |
25,954
-577
| -2% | -$66.7K | 0.3% | 60 |
|
|
2018
Q2 | $2.98M | Sell |
26,531
-3,902
| -13% | -$439K | 0.33% | 57 |
|
|
2018
Q1 | $2.92M | Buy |
30,433
+1,510
| +5% | +$147K | 0.35% | 55 |
|
|
2017
Q4 | $2.93M | Buy |
28,923
+2,292
| +9% | +$218K | 0.36% | 60 |
|
|
2017
Q3 | $2.44M | Buy |
26,631
+3,532
| +15% | +$299K | 0.32% | 65 |
|
|
2017
Q2 | $1.91M | Buy |
23,099
+1,641
| +8% | +$129K | 0.27% | 80 |
|
|
2017
Q1 | $1.7M | Buy |
21,458
+2,124
| +11% | +$171K | 0.21% | 108 |
|
|
2016
Q4 | $1.67M | Buy |
19,334
+1,435
| +8% | +$119K | 0.23% | 97 |
|
|
2016
Q3 | $1.44M | Sell |
17,899
-662
| -4% | -$51.5K | 0.19% | 109 |
|
|
2016
Q2 | $1.47M | Buy |
18,561
+4,046
| +28% | +$330K | 0.2% | 108 |
|
|
2016
Q1 | $1.26M | Buy |
14,515
+5,474
| +61% | +$445K | 0.25% | 93 |
|
|
2015
Q4 | $739K | Sell |
9,041
-1,581
| -15% | -$136K | 0.15% | 129 |
|
|
2015
Q3 | $817K | Buy |
10,622
+364
| +4% | +$28.9K | 0.18% | 120 |
|
|
2015
Q2 | $826K | Buy |
10,258
+127
| +1% | +$10.1K | 0.17% | 122 |
|
|
2015
Q1 | $796K | Buy |
10,131
+2,385
| +31% | +$175K | 0.17% | 130 |
|
|
2014
Q4 | $555K | Buy |
7,746
+3,245
| +72% | +$239K | 0.13% | 145 |
|
|
2014
Q3 | $365K | Buy |
4,501
+476
| +12% | +$39.6K | 0.1% | 174 |
|
|
2014
Q2 | $324K | Buy |
4,025
+2,150
| +115% | +$177K | 0.09% | 182 |
|
|
2014
Q1 | $145K | Sell |
1,875
-770
| -29% | -$58.6K | 0.04% | 247 |
|
|
2013
Q4 | $204K | Sell |
2,645
-2,580
| -49% | -$172K | 0.06% | 209 |
|
|
2013
Q3 | $303K | Sell |
5,225
-694
| -12% | -$40.2K | 0.09% | 172 |
|
|
2013
Q2 | $349K | Buy |
+5,919
| New | +$372K | 0.1% | 161 |
|
Other funds holding PSX
EIM
Johnson Financial Group Inc (Wisconsin)'s PSX Position: Q2 2026 in Review
Johnson Financial Group Inc (Wisconsin) reduced its Phillips 66 (PSX) stake by 8.4% in Q2 2026, selling an estimated $6.71K and leaving 426 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #433.
Johnson Financial Group Inc (Wisconsin) first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.15M in Q3 2019. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Johnson Financial Group Inc (Wisconsin) held 426 shares of Phillips 66 worth $72K as of Q2 2026.
- Johnson Financial Group Inc (Wisconsin) sold 39 Phillips 66 shares in Q2 2026, an estimated $6.71K.
- Phillips 66 made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #433 holding.
- Johnson Financial Group Inc (Wisconsin) first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
- Johnson Financial Group Inc (Wisconsin)'s Phillips 66 position peaked at $3.15M in Q3 2019.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.