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JT Stratford LLC’s Phillips 66 PSX Stock Holding History

JT Stratford LLC’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 		$446K Buy
2,449
+128
+6% +$20.1K 0.06% 229
2025
Q4 		$300K Buy
2,321
+316
+16% +$42.5K 0.04% 262
2025
Q3 		$273K Sell
2,005
-1
-0% -$128 0.04% 264
2025
Q2 		$239K Buy
+2,006
New +$225K 0.04% 260
2025
Q1 		– Sell
-2,940
Closed -$335K – 322
2024
Q4 		$335K Sell
2,940
-1,016
-26% -$129K 0.06% 226
2024
Q3 		$520K Buy
3,956
+153
+4% +$20.7K 0.09% 201
2024
Q2 		$537K Buy
3,803
+45
+1% +$6.66K 0.1% 186
2024
Q1 		$614K Buy
3,758
+13
+0.3% +$1.87K 0.12% 175
2023
Q4 		$499K Sell
3,745
-204
-5% -$24.4K 0.11% 179
2023
Q3 		$474K Sell
3,949
-86
-2% -$9.65K 0.12% 171
2023
Q2 		$385K Sell
4,035
-268
-6% -$26.1K 0.1% 179
2023
Q1 		$436K Buy
4,303
+393
+10% +$40K 0.13% 167
2022
Q4 		$407K Buy
3,910
+20
+0.5% +$2.05K 0.13% 149
2022
Q3 		$314K Buy
3,890
+127
+3% +$10.8K 0.11% 149
2022
Q2 		$309K Buy
3,763
+430
+13% +$39.8K 0.1% 171
2022
Q1 		$288K Buy
3,333
+377
+13% +$31.7K 0.08% 167
2021
Q4 		$214K Buy
+2,956
New +$223K 0.06% 194
2021
Q3 		– Sell
-2,860
Closed -$245K – 224
2021
Q2 		$245K Sell
2,860
-341
-11% -$28.8K 0.08% 189
2021
Q1 		$261K Sell
3,201
-965
-23% -$75.7K 0.09% 168
2020
Q4 		$291K Buy
+4,166
New +$245K 0.11% 138
2020
Q3 		– Sell
-3,785
Closed -$272K – 171
2020
Q2 		$272K Buy
+3,785
New +$268K 0.14% 123
2019
Q4 		– Sell
-2,956
Closed -$303K – 165
2019
Q3 		$303K Buy
+2,956
New +$296K 0.17% 116
2019
Q2 		– Sell
-2,285
Closed -$217K – 150
2019
Q1 		$217K Buy
+2,285
New +$217K 0.12% 113
2017
Q2 		– Sell
-22,440
Closed -$1.78M – 113
2017
Q1 		$1.78M Buy
+22,440
New +$1.81M 1.32% 28

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

JT Stratford LLC's PSX Position: Q1 2026 in Review

JT Stratford LLC increased its Phillips 66 (PSX) stake by 5.5% in Q1 2026, buying an estimated $20.1K and bringing the position to 2,449 shares worth $446K. The position accounts for 0.06% of the portfolio, ranked #229.

JT Stratford LLC first reported a position in PSX in Q1 2017 and has held it in 24 quarters since. The position peaked at $1.78M in Q1 2017. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • JT Stratford LLC held 2,449 shares of Phillips 66 worth $446K as of Q1 2026.
  • JT Stratford LLC bought 128 Phillips 66 shares in Q1 2026, an estimated $20.1K.
  • Phillips 66 made up 0.06% of JT Stratford LLC's portfolio in Q1 2026, its #229 holding.
  • JT Stratford LLC first reported a position in Phillips 66 in Q1 2017 and has held it in 24 quarters since.
  • JT Stratford LLC's Phillips 66 position peaked at $1.78M in Q1 2017.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.