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 Q2	$710K	Hold	4,200	–	–	0.28%	59
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 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

Jupiter Wealth Management's PSX Position: Q2 2026 in Review

Jupiter Wealth Management held its Phillips 66 (PSX) position steady in Q2 2026 at 4,200 shares worth $710K. The position accounts for 0.28% of the portfolio, ranked #59.

Jupiter Wealth Management first reported a position in PSX in Q1 2019 and has held it in 19 quarters since. The position peaked at $5.64M in Q1 2019. 2,104 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Jupiter Wealth Management held 4,200 shares of Phillips 66 worth $710K as of Q2 2026.
Jupiter Wealth Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.28% of Jupiter Wealth Management's portfolio in Q2 2026, its #59 holding.
Jupiter Wealth Management first reported a position in Phillips 66 in Q1 2019 and has held it in 19 quarters since.
Jupiter Wealth Management's Phillips 66 position peaked at $5.64M in Q1 2019.
2,104 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.