JPMorgan Chase & Co’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313M | Sell |
2,619,467
-97,310
| -4% | -$11.6M | 0.02% | 518 |
|
|
2025
Q1 | $335M | Buy |
2,716,777
+988,831
| +57% | +$122M | 0.02% | 474 |
|
|
2024
Q4 | $197M | Sell |
1,727,946
-1,666,724
| -49% | -$190M | 0.01% | 620 |
|
|
2024
Q3 | $446M | Sell |
3,394,670
-786,035
| -19% | -$103M | 0.03% | 395 |
|
|
2024
Q2 | $590M | Buy |
4,180,705
+91,857
| +2% | +$13M | 0.05% | 311 |
|
|
2024
Q1 | $668M | Buy |
4,088,848
+1,132,716
| +38% | +$185M | 0.06% | 297 |
|
|
2023
Q4 | $394M | Buy |
2,956,132
+273,230
| +10% | +$36.4M | 0.04% | 390 |
|
|
2023
Q3 | $322M | Sell |
2,682,902
-456,218
| -15% | -$54.8M | 0.04% | 391 |
|
|
2023
Q2 | $299M | Sell |
3,139,120
-343,170
| -10% | -$32.7M | 0.03% | 428 |
|
|
2023
Q1 | $353M | Sell |
3,482,290
-170,603
| -5% | -$17.3M | 0.04% | 356 |
|
|
2022
Q4 | $380M | Sell |
3,652,893
-527,467
| -13% | -$54.9M | 0.05% | 333 |
|
|
2022
Q3 | $337M | Buy |
4,180,360
+201,566
| +5% | +$16.3M | 0.05% | 336 |
|
|
2022
Q2 | $326M | Buy |
3,978,794
+446,471
| +13% | +$36.6M | 0.05% | 350 |
|
|
2022
Q1 | $305M | Buy |
3,532,323
+378,025
| +12% | +$32.7M | 0.04% | 405 |
|
|
2021
Q4 | $229M | Sell |
3,154,298
-1,347,696
| -30% | -$97.7M | 0.03% | 494 |
|
|
2021
Q3 | $315M | Sell |
4,501,994
-1,553,605
| -26% | -$109M | 0.04% | 411 |
|
|
2021
Q2 | $520M | Buy |
6,055,599
+804,048
| +15% | +$69M | 0.06% | 309 |
|
|
2021
Q1 | $428M | Buy |
5,251,551
+725,763
| +16% | +$59.2M | 0.06% | 318 |
|
|
2020
Q4 | $317M | Sell |
4,525,788
-2,471,776
| -35% | -$173M | 0.05% | 366 |
|
|
2020
Q3 | $365M | Buy |
6,997,564
+2,286,501
| +49% | +$119M | 0.06% | 285 |
|
|
2020
Q2 | $339M | Buy |
4,711,063
+2,036,205
| +76% | +$146M | 0.07% | 278 |
|
|
2020
Q1 | $144M | Sell |
2,674,858
-1,307,515
| -33% | -$70.1M | 0.03% | 441 |
|
|
2019
Q4 | $444M | Sell |
3,982,373
-317,523
| -7% | -$35.4M | 0.08% | 243 |
|
|
2019
Q3 | $440M | Sell |
4,299,896
-583,022
| -12% | -$59.7M | 0.09% | 243 |
|
|
2019
Q2 | $448M | Buy |
4,882,918
+463,870
| +10% | +$42.6M | 0.09% | 236 |
|
|
2019
Q1 | $421M | Buy |
4,419,048
+558,362
| +14% | +$53.1M | 0.09% | 243 |
|
|
2018
Q4 | $333M | Buy |
3,860,686
+414,894
| +12% | +$35.7M | 0.08% | 260 |
|
|
2018
Q3 | $388M | Sell |
3,445,792
-785,283
| -19% | -$88.5M | 0.07% | 257 |
|
|
2018
Q2 | $475M | Buy |
4,231,075
+369,009
| +10% | +$41.4M | 0.1% | 208 |
|
|
2018
Q1 | $370M | Sell |
3,862,066
-209,695
| -5% | -$20.1M | 0.08% | 252 |
|
|
2017
Q4 | $412M | Sell |
4,071,761
-1,859,729
| -31% | -$188M | 0.09% | 240 |
|
|
2017
Q3 | $544M | Buy |
5,931,490
+420,897
| +8% | +$38.6M | 0.12% | 175 |
|
|
2017
Q2 | $456M | Buy |
5,510,593
+1,433,237
| +35% | +$119M | 0.1% | 206 |
|
|
2017
Q1 | $323M | Buy |
4,077,356
+349,320
| +9% | +$27.7M | 0.07% | 252 |
|
|
2016
Q4 | $322M | Sell |
3,728,036
-56,431
| -1% | -$4.88M | 0.08% | 250 |
|
|
2016
Q3 | $305M | Sell |
3,784,467
-225,326
| -6% | -$18.2M | 0.08% | 263 |
|
|
2016
Q2 | $318M | Sell |
4,009,793
-393,771
| -9% | -$31.2M | 0.08% | 260 |
|
|
2016
Q1 | $381M | Sell |
4,403,564
-811,592
| -16% | -$70.3M | 0.1% | 223 |
|
|
2015
Q4 | $427M | Sell |
5,215,156
-2,291,002
| -31% | -$187M | 0.11% | 213 |
|
|
2015
Q3 | $577M | Sell |
7,506,158
-2,321,072
| -24% | -$178M | 0.15% | 152 |
|
|
2015
Q2 | $792M | Sell |
9,827,230
-1,079,279
| -10% | -$86.9M | 0.19% | 115 |
|
|
2015
Q1 | $857M | Sell |
10,906,509
-1,065,192
| -9% | -$83.7M | 0.2% | 103 |
|
|
2014
Q4 | $858M | Buy |
11,971,701
+668,569
| +6% | +$47.9M | 0.2% | 106 |
|
|
2014
Q3 | $919M | Buy |
11,303,132
+2,837,184
| +34% | +$231M | 0.22% | 91 |
|
|
2014
Q2 | $681M | Buy |
8,465,948
+75,146
| +0.9% | +$6.04M | 0.17% | 120 |
|
|
2014
Q1 | $647M | Sell |
8,390,802
-2,593,578
| -24% | -$200M | 0.18% | 119 |
|
|
2013
Q4 | $847M | Buy |
10,984,380
+1,983,981
| +22% | +$153M | 0.24% | 89 |
|
|
2013
Q3 | $520M | Sell |
9,000,399
-1,119,289
| -11% | -$64.7M | 0.15% | 146 |
|
|
2013
Q2 | $596M | Buy |
+10,119,688
| New | +$596M | 0.19% | 110 |
|