SEC 13F Intelligence

Jacobs Levy Equity Management, Inc / PSX

Jacobs Levy Equity Management, Inc’s Phillips 66 Position

Does Jacobs Levy Equity Management, Inc own Phillips 66 (PSX)? Yes — 1.03M shares worth $188M (+0.79% of its 13F portfolio) as of Q1 2026, down from 1.21M shares the prior filed quarter.

Position Value
$188M
Q1 2026
Shares
1.03M
% of Portfolio
+0.79%
Quarters Held
28
currently held

Position History PSX

Reported value by quarter
Q4 ’18: $36MQ4 ’18Q1 ’19: $44MQ2 ’19: $40MQ3 ’19: $55MQ4 ’19: $92MQ4 ’19Q1 ’20: $52MQ2 ’20: $45MQ3 ’20: $18MQ2 ’21: $2MQ2 ’21Q3 ’21: $75MQ4 ’21: $73MQ1 ’22: $98MQ2 ’22: $83MQ2 ’22Q3 ’22: $67MQ4 ’22: $1MQ1 ’23: $3MQ2 ’23: $5MQ2 ’23Q3 ’23: $6MQ4 ’23: $5MQ1 ’24: $71MQ2 ’24: $77MQ2 ’24Q3 ’24: $79MQ4 ’24: $176MQ1 ’25: $192MQ2 ’25: $181MQ2 ’25Q3 ’25: $193MQ4 ’25: $157MQ1 ’26: $188Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.03M$188M+0.79%
Q4 20251.21M$157M+0.60%
Q3 20251.42M$193M+0.77%
Q2 20251.52M$181M+0.71%
Q1 20251.55M$192M+0.76%
Q4 20241.54M$176M+0.62%
Q3 2024598.3K$79M+0.30%
Q2 2024542.8K$77M+0.32%
Q1 2024432.0K$71M+0.32%
Q4 202336.4K$5M+0.02%
Q3 202352.2K$6M+0.04%
Q2 202352.6K$5M+0.03%
Q1 202334.0K$3M+0.02%
Q4 202213.8K$1M+0.01%
Q3 2022824.0K$67M+0.53%
Q2 20221.01M$83M+0.64%
Q1 20221.14M$98M+0.66%
Q4 20211.01M$73M+0.49%
Q3 20211.07M$75M+0.51%
Q2 202118.3K$2M+0.01%
Q3 2020355.6K$18M+0.19%
Q2 2020628.0K$45M+0.49%
Q1 2020966.9K$52M+0.67%
Q4 2019824.8K$92M+0.90%
Q3 2019538.0K$55M+0.68%
Q2 2019432.1K$40M+0.56%
Q1 2019459.6K$44M+0.63%
Q4 2018422.1K$36M+0.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jacobs Levy Equity Management, Inc’s full portfolio or all institutional holders of PSX.