JTC Employer Solutions Trustee’s Phillips 66 PSX Stock Holding History

JTC Employer Solutions Trustee’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	$229K	Hold	1,353	–	–	0.02%	145
2026 Q1	$247K	Hold	1,353	–	–	0.02%	134
2025 Q4	$175K	Hold	1,353	–	–	0.01%	161
2025 Q3	$184K	Hold	1,353	–	–	0.02%	156
2025 Q2	$161K	Hold	1,353	–	–	0.02%	155
2025 Q1	$167K	Hold	1,353	–	–	0.01%	151
2024 Q4	$152K	Hold	1,353	–	–	0.01%	159
2024 Q3	$178K	Hold	1,353	–	–	0.01%	148
2024 Q2	$191K	Hold	1,353	–	–	0.01%	134
2024 Q1	$215K	Hold	1,353	–	–	0.01%	130
2023 Q4	$180K	Hold	1,353	–	–	0.02%	140
2023 Q3	$163K	Hold	1,353	–	–	0.02%	145
2023 Q2	$129K	Hold	1,353	–	–	0.01%	165
2023 Q1	$137K	Hold	1,353	–	–	0.01%	168
2022 Q4	$141K	Hold	1,353	–	–	0.01%	165
2022 Q3	$109K	Hold	1,353	–	–	0.02%	157
2022 Q2	$111K	Hold	1,353	–	–	0.01%	142
2022 Q1	$117K	Hold	1,353	–	–	0.01%	153
2021 Q4	$98K	Hold	1,353	–	–	0.01%	167
2021 Q3	$95K	Hold	1,353	–	–	0.01%	171
2021 Q2	$116K	Buy	+1,353	New	+$114K	0.02%	147

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JTC Employer Solutions Trustee's PSX Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its Phillips 66 (PSX) position steady in Q2 2026 at 1,353 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #145.

JTC Employer Solutions Trustee first reported a position in PSX in Q2 2021 and has held it in 21 quarters since. The position peaked at $247K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

JTC Employer Solutions Trustee held 1,353 shares of Phillips 66 worth $229K as of Q2 2026.
JTC Employer Solutions Trustee left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.02% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #145 holding.
JTC Employer Solutions Trustee first reported a position in Phillips 66 in Q2 2021 and has held it in 21 quarters since.
JTC Employer Solutions Trustee's Phillips 66 position peaked at $247K in Q1 2026.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.