Glass Jacobson Investment Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $117K | Buy |
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|
2025
Q2 | $101K | Buy |
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|
2025
Q1 | $24.3K | Hold |
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|
2024
Q4 | $24.3K | Buy |
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|
2024
Q3 | $27.9K | Hold |
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|
2024
Q2 | $29.9K | Buy |
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|
2024
Q1 | $34.5K | Hold |
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|
2023
Q4 | $28.1K | Buy |
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|
2023
Q3 | $25.3K | Hold |
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|
2023
Q2 | $20K | Buy |
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|
2022
Q4 | $21.7K | Buy |
|