JP Morgan Chase’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
Q1 | $1.68M | Sell |
9,100
-58,700
| -87% | -$9.2M | ﹤0.01% | 4240 |
|
|
2025
Q4 | $8.75M | Hold |
67,800
| – | – | ﹤0.01% | 2806 |
|
|
2025
Q3 | $9.22M | Buy |
67,800
+7,800
| +13% | +$999K | ﹤0.01% | 2791 |
|
|
2025
Q2 | $7.16M | Buy |
60,000
+16,100
| +37% | +$1.8M | ﹤0.01% | 2834 |
|
|
2025
Q1 | $5.42M | Sell |
43,900
-20,000
| -31% | -$2.46M | ﹤0.01% | 3091 |
|
|
2024
Q4 | $7.28M | Buy |
63,900
+20,000
| +46% | +$2.54M | ﹤0.01% | 3010 |
|
|
2024
Q3 | $5.77M | Hold |
43,900
| – | – | ﹤0.01% | 3116 |
|
|
2024
Q2 | $6.2M | Buy |
43,900
+40,000
| +1,026% | +$5.92M | ﹤0.01% | 2865 |
|
|
2024
Q1 | $637K | Hold |
3,900
| – | – | ﹤0.01% | 4636 |
|
|
2023
Q4 | $519K | Sell |
3,900
-3,600
| -48% | -$430K | ﹤0.01% | 4769 |
|
|
2023
Q3 | $901K | Sell |
7,500
-6,100
| -45% | -$685K | ﹤0.01% | 4122 |
|
|
2023
Q2 | $1.3M | Buy |
13,600
+13,100
| +2,620% | +$1.27M | ﹤0.01% | 3859 |
|
|
2023
Q1 | $51K | Sell |
500
-17,100
| -97% | -$1.74M | ﹤0.01% | 5692 |
|
|
2022
Q4 | $1.83M | Sell |
17,600
-400
| -2% | -$40.9K | ﹤0.01% | 3631 |
|
|
2022
Q3 | $1.45M | Buy |
+18,000
| New | +$1.53M | ﹤0.01% | 3733 |
|
|
2022
Q1 | – | Sell |
-50,100
| Closed | -$3.63M | – | 6924 |
|
|
2021
Q4 | $3.63M | Hold |
50,100
| – | – | ﹤0.01% | 3327 |
|
|
2021
Q3 | $3.51M | Hold |
50,100
| – | – | ﹤0.01% | 3331 |
|
|
2021
Q2 | $4.3M | Buy |
+50,100
| New | +$4.23M | ﹤0.01% | 3185 |
|
|
2019
Q1 | – | Sell |
-131,900
| Closed | -$11.4M | – | 5976 |
|
|
2018
Q4 | $11.4M | Buy |
131,900
+7,000
| +6% | +$684K | ﹤0.01% | 1905 |
|
|
2018
Q3 | $14.1M | Hold |
124,900
| – | – | ﹤0.01% | 1917 |
|
|
2018
Q2 | $14M | Buy |
124,900
+7,600
| +6% | +$854K | ﹤0.01% | 1870 |
|
|
2018
Q1 | $11.3M | Sell |
117,300
-132,100
| -53% | -$12.9M | ﹤0.01% | 1940 |
|
|
2017
Q4 | $25.2M | Sell |
249,400
-37,000
| -13% | -$3.52M | 0.01% | 1407 |
|
|
2017
Q3 | $26.3M | Buy |
286,400
+45,500
| +19% | +$3.85M | 0.01% | 1314 |
|
|
2017
Q2 | $19.9M | Sell |
240,900
-136,020
| -36% | -$10.7M | ﹤0.01% | 1454 |
|
|
2017
Q1 | $29.9M | Buy |
376,920
+167,800
| +80% | +$13.5M | 0.01% | 1210 |
|
|
2016
Q4 | $18.1M | Buy |
+209,120
| New | +$17.4M | ﹤0.01% | 1520 |
|
|
2016
Q2 | – | Sell |
-251,000
| Closed | -$21.7M | – | 4917 |
|
|
2016
Q1 | $21.7M | Buy |
251,000
+218,000
| +661% | +$17.7M | 0.01% | 1279 |
|
|
2015
Q4 | $2.7M | Buy |
+33,000
| New | +$2.85M | ﹤0.01% | 2599 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$39K | – | 4141 |
|
|
2015
Q1 | $39K | Sell |
500
-278,500
| -100% | -$20.4M | ﹤0.01% | 3955 |
|
|
2014
Q4 | $20M | Sell |
279,000
-136,000
| -33% | -$10M | ﹤0.01% | 1467 |
|
|
2014
Q3 | $33.7M | Buy |
+415,000
| New | +$34.5M | 0.01% | 1131 |
|
|
2014
Q1 | – | Sell |
-40,000
| Closed | -$3.08M | – | 3866 |
|
|
2013
Q4 | $3.08M | Hold |
40,000
| – | – | ﹤0.01% | 2467 |
|
|
2013
Q3 | $2.31M | Hold |
40,000
| – | – | ﹤0.01% | 2710 |
|
|
2013
Q2 | $2.36M | Buy |
+40,000
| New | +$2.51M | ﹤0.01% | 2696 |
|
Other funds holding PSX
VCM
VPM
EIM
JP Morgan Chase's PSX Position: Q1 2026 in Review
JP Morgan Chase increased its Phillips 66 (PSX) stake by 51% in Q1 2026, buying an estimated $118M and bringing the position to 2,239,805 shares worth $414M. The position accounts for 0.03% of the portfolio, ranked #460.
JP Morgan Chase first reported a position in PSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $919M in Q3 2014. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- JP Morgan Chase held 2,239,805 shares of Phillips 66 worth $414M as of Q1 2026.
- JP Morgan Chase bought 751,884 Phillips 66 shares in Q1 2026, an estimated $118M.
- Phillips 66 made up 0.03% of JP Morgan Chase's portfolio in Q1 2026, its #460 holding.
- JP Morgan Chase first reported a position in Phillips 66 in Q2 2013 and has held it in 52 quarters since.
- JP Morgan Chase's Phillips 66 position peaked at $919M in Q3 2014.
- 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.