JP Morgan Chase
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JP Morgan Chase’s Phillips 66 PSX Stock Holding History

JP Morgan Chase’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
Q1 		$9.55M Buy
51,700
+30,000
+138% +$4.7M ﹤0.01% 2719
2025
Q4 		$2.8M Hold
21,700
– – ﹤0.01% 3834
2025
Q3 		$2.95M Buy
21,700
+1,200
+6% +$154K ﹤0.01% 3783
2025
Q2 		$2.45M Buy
+20,500
New +$2.3M ﹤0.01% 3761
2024
Q2 		– Sell
-2,100
Closed -$343K – 7676
2024
Q1 		$343K Buy
+2,100
New +$303K ﹤0.01% 5035
2023
Q3 		– Sell
-15,600
Closed -$1.49M – 7672
2023
Q2 		$1.49M Sell
15,600
-24,300
-61% -$2.36M ﹤0.01% 3762
2023
Q1 		$4.04M Buy
39,900
+3,100
+8% +$315K ﹤0.01% 2994
2022
Q4 		$3.83M Buy
+36,800
New +$3.76M ﹤0.01% 3048
2020
Q1 		– Sell
-500
Closed -$56K – 5646
2019
Q4 		$56K Hold
500
– – ﹤0.01% 5089
2019
Q3 		$51K Buy
+500
New +$50.1K ﹤0.01% 5167
2019
Q1 		– Sell
-195,400
Closed -$16.8M – 5977
2018
Q4 		$16.8M Buy
195,400
+2,900
+2% +$283K ﹤0.01% 1610
2018
Q3 		$21.7M Buy
192,500
+7,500
+4% +$867K ﹤0.01% 1602
2018
Q2 		$20.8M Buy
185,000
+51,100
+38% +$5.74M ﹤0.01% 1548
2018
Q1 		$12.8M Sell
133,900
-221,600
-62% -$21.6M ﹤0.01% 1847
2017
Q4 		$36M Buy
355,500
+167,400
+89% +$15.9M 0.01% 1153
2017
Q3 		$17.3M Buy
188,100
+157,000
+505% +$13.3M ﹤0.01% 1609
2017
Q2 		$2.57M Sell
31,100
-294,720
-90% -$23.1M ﹤0.01% 2895
2017
Q1 		$25.8M Buy
325,820
+276,400
+559% +$22.3M 0.01% 1300
2016
Q4 		$4.27M Buy
+49,420
New +$4.11M ﹤0.01% 2579

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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.