Jacobi Capital Management’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
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $892K | Sell |
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|
2023
Q1 | $948K | Sell |
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|
2022
Q4 | $983K | Buy |
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|
2022
Q3 | $761K | Buy |
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|
2022
Q2 | $769K | Buy |
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|
2022
Q1 | $802K | Buy |
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|
2021
Q4 | $668K | Buy |
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|
2021
Q3 | $636K | Buy |
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|
2021
Q2 | $754K | Sell |
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|
2021
Q1 | $726K | Sell |
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|
2020
Q4 | $656K | Sell |
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|
2020
Q3 | $478K | Buy |
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|
2020
Q2 | $628K | Sell |
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|
2020
Q1 | $495K | Buy |
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|
2019
Q4 | $521K | Buy |
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|
2019
Q3 | $537K | Buy |
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|
2019
Q2 | $468K | Buy |
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|
2019
Q1 | $96K | Buy |
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|
2018
Q4 | $87K | Sell |
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|
2018
Q3 | $118K | Buy |
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|
2018
Q2 | $117K | Buy |
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|
2018
Q1 | $99K | Buy |
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|
2017
Q4 | $106K | Sell |
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|
2017
Q3 | $118K | Buy |
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|
2017
Q2 | $104K | Sell |
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|
2017
Q1 | $100K | Buy |
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|
2016
Q4 | $86K | Sell |
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|
2016
Q3 | $124K | Buy |
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|
2016
Q2 | $119K | Buy |
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