Jones Financial Companies
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Jones Financial Companies’s W&T Offshore WTI Stock Holding History

Jones Financial Companies’s Portfolio WTI Stock Details WTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.2K Sell
7,158
-4,587
-39% -$11.3K ﹤0.01% 3222
2025
Q4 		$19.1K Buy
11,745
+10,189
+655% +$19.6K ﹤0.01% 2945
2025
Q3 		$3.21K Sell
1,556
-743
-32% -$1.32K ﹤0.01% 3532
2025
Q2 		$3.98K Buy
2,299
+3
+0.1% +$4 ﹤0.01% 3215
2025
Q1 		$3.63K Buy
2,296
+1,293
+129% +$2.13K ﹤0.01% 3065
2024
Q4 		$1.66K Buy
1,003
+48
+5% +$96 ﹤0.01% 3042
2024
Q3 		$1.98K Buy
+955
New +$2.12K ﹤0.01% 2678

Other funds holding WTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jones Financial Companies's WTI Position: Q1 2026 in Review

Jones Financial Companies reduced its W&T Offshore (WTI) stake by 39% in Q1 2026, selling an estimated $11.3K and leaving 7,158 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

Jones Financial Companies first reported a position in WTI in Q3 2024 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold WTI as of Q1 2026.

  • Jones Financial Companies held 7,158 shares of W&T Offshore worth $24.2K as of Q1 2026.
  • Jones Financial Companies sold 4,587 W&T Offshore shares in Q1 2026, an estimated $11.3K.
  • W&T Offshore made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3222 holding.
  • Jones Financial Companies first reported a position in W&T Offshore in Q3 2024 and has held it in 7 quarters since.
  • 165 funds tracked by Wall St. Rank held W&T Offshore as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.