JWM
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Jupiter Wealth Management’s Phillips 66 PSX Stock Holding History

Jupiter Wealth Management’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 		$722K Buy
4,200
+1,950
+87% +$306K 0.29% 60
2025
Q4 		$352K Buy
2,250
+700
+45% +$94.2K 0.16% 65
2025
Q3 		$211K Buy
+1,550
New +$199K 0.1% 81
2025
Q1 		– Sell
-7,359
Closed -$838K – 84
2024
Q4 		$838K Sell
7,359
-795
-10% -$101K 0.42% 52
2024
Q3 		$1.07M Buy
8,154
+695
+9% +$93.8K 0.55% 45
2024
Q2 		$1.09M Sell
7,459
-1,191
-14% -$176K 0.58% 45
2024
Q1 		$1.27M Hold
8,650
– – 0.67% 39
2023
Q4 		$1.15M Hold
8,650
– – 0.68% 39
2023
Q3 		$981K Buy
8,650
+1,000
+13% +$112K 0.64% 41
2023
Q2 		$730K Sell
7,650
-1,000
-12% -$97.2K 0.63% 39
2023
Q1 		$877K Sell
8,650
-1,900
-18% -$193K 0.81% 34
2022
Q4 		$1.1M Buy
10,550
+1,100
+12% +$113K 1.06% 30
2022
Q3 		$762K Buy
+9,450
New +$805K 0.76% 35
2020
Q2 		– Sell
-11,290
Closed -$749K – 79
2020
Q1 		$749K Sell
11,290
-54
-0.5% -$4.39K 0.44% 39
2019
Q4 		$1.21M Hold
11,344
– – 0.58% 33
2019
Q3 		$1.16M Sell
11,344
-1
-0% -$100 0.62% 35
2019
Q2 		$1.14M Sell
11,345
-47,783
-81% -$4.29M 0.57% 34
2019
Q1 		$5.64M Buy
+59,128
New +$5.62M 2.72% 17

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

Jupiter Wealth Management's PSX Position: Q1 2026 in Review

Jupiter Wealth Management increased its Phillips 66 (PSX) stake by 87% in Q1 2026, buying an estimated $306K and bringing the position to 4,200 shares worth $722K. The position accounts for 0.29% of the portfolio, ranked #60.

Jupiter Wealth Management first reported a position in PSX in Q1 2019 and has held it in 18 quarters since. The position peaked at $5.64M in Q1 2019. 2,119 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Jupiter Wealth Management held 4,200 shares of Phillips 66 worth $722K as of Q1 2026.
  • Jupiter Wealth Management bought 1,950 Phillips 66 shares in Q1 2026, an estimated $306K.
  • Phillips 66 made up 0.29% of Jupiter Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Jupiter Wealth Management first reported a position in Phillips 66 in Q1 2019 and has held it in 18 quarters since.
  • Jupiter Wealth Management's Phillips 66 position peaked at $5.64M in Q1 2019.
  • 2,119 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.