Jefferies Group's PSX Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 8,000 shares of Phillips 66 (PSX) worth $1.46 M, representing 0.01% of the portfolio. First purchased in 2018-Q3, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in PSX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 202,089 shares. Largest reduction occurred in Q1 2025, reducing 194,465 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Phillips 66 (PSX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Phillips 66 (PSX) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -28,458 | Reduce 78.06% | 8,000 | $182.18 |
| Q4 2025 | +36,458 | New Buy | 36,458 | $129.04 |
| Q3 2025 | -2,500 | Sold Out | 0 | $0.00 |
| Q2 2025 | -5,124 | Reduce 67.21% | 2,500 | $119.30 |
| Q1 2025 | -194,465 | Reduce 96.23% | 7,624 | $123.48 |
| Q4 2024 | +202,089 | New Buy | 202,089 | $113.93 |
| Q3 2024 | -41,975 | Sold Out | 0 | $0.00 |
| Q2 2024 | +34,415 | Add 455.22% | 41,975 | $141.17 |
| Q1 2024 | -72,100 | Reduce 90.51% | 7,560 | $163.34 |
| Q4 2023 | +79,500 | Add 49687.50% | 79,660 | $133.14 |
| Q3 2023 | -15,444 | Reduce 98.97% | 160 | $120.15 |
| Q2 2023 | +4,056 | Add 35.12% | 15,604 | $95.38 |
| Q1 2023 | +11,548 | New Buy | 11,548 | $101.38 |
| Q4 2018 | -25,333 | Sold Out | 0 | $0.00 |
| Q3 2018 | +25,333 | New Buy | 25,333 | $112.70 |
Jefferies Group's Phillips 66 Investment FAQs
Jefferies Group first purchased Phillips 66 (PSX) in Q3 2018, acquiring 25,333 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Phillips 66 (PSX) for 15 quarters since Q3 2018.
Jefferies Group's largest addition to Phillips 66 (PSX) was in Q4 2024, adding 202,089 shares worth $23.02 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 8,000 shares of Phillips 66 (PSX), valued at approximately $1.46 M.
As of the Q1 2026 filing, Phillips 66 (PSX) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Phillips 66 (PSX) was 202,089 shares, as reported at the end of Q4 2024.