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
Q2 		$7.36K Sell
2,249
-4,909
-69% -$18.2K ﹤0.01% 3916
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 $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jones Financial Companies's WTI Position: Q2 2026 in Review

Jones Financial Companies reduced its W&T Offshore (WTI) stake by 69% in Q2 2026, selling an estimated $18.2K and leaving 2,249 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #3916.

Jones Financial Companies first reported a position in WTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.2K in Q1 2026. 177 funds tracked by Wall St. Rank hold WTI as of Q2 2026.

  • Jones Financial Companies held 2,249 shares of W&T Offshore worth $7.36K as of Q2 2026.
  • Jones Financial Companies sold 4,909 W&T Offshore shares in Q2 2026, an estimated $18.2K.
  • W&T Offshore made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3916 holding.
  • Jones Financial Companies first reported a position in W&T Offshore in Q3 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's W&T Offshore position peaked at $24.2K in Q1 2026.
  • 177 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.