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
Q2 		$9M Hold
51,700
– – ﹤0.01% 2896
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase's PSX Position: Q2 2026 in Review

JP Morgan Chase reduced its Phillips 66 (PSX) stake by 14% in Q2 2026, selling an estimated $52.6M and leaving 1,934,094 shares worth $337M. The position accounts for 0.02% of the portfolio, ranked #574.

JP Morgan Chase first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $919M in Q3 2014. 2,106 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • JP Morgan Chase held 1,934,094 shares of Phillips 66 worth $337M as of Q2 2026.
  • JP Morgan Chase sold 305,711 Phillips 66 shares in Q2 2026, an estimated $52.6M.
  • Phillips 66 made up 0.02% of JP Morgan Chase's portfolio in Q2 2026, its #574 holding.
  • JP Morgan Chase first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Phillips 66 position peaked at $919M in Q3 2014.
  • 2,106 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.