Glass Jacobson Investment Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Buy |
850
+637
| +299% | +$76K | 0.04% | 227 |
|
|
2025
Q1 | $24.3K | Hold |
213
| – | – | 0.01% | 481 |
|
|
2024
Q4 | $24.3K | Buy |
213
+1
| +0.5% | +$114 | 0.01% | 481 |
|
|
2024
Q3 | $27.9K | Hold |
212
| – | – | 0.01% | 448 |
|
|
2024
Q2 | $29.9K | Buy |
212
+1
| +0.5% | +$141 | 0.01% | 421 |
|
|
2024
Q1 | $34.5K | Hold |
211
| – | – | 0.01% | 401 |
|
|
2023
Q4 | $28.1K | Buy |
211
+1
| +0.5% | +$133 | 0.01% | 408 |
|
|
2023
Q3 | $25.3K | Hold |
210
| – | – | 0.01% | 402 |
|
|
2023
Q2 | $20K | Buy |
+210
| New | +$20K | 0.01% | 428 |
|
|
2022
Q4 | $21.7K | Buy |
+208
| New | +$21.7K | 0.01% | 421 |
|