Jacobs & Co’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 | $319K | Hold |
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|
2025
Q2 | $279K | Hold |
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|
2025
Q1 | $289K | Hold |
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|
2024
Q4 | $267K | Hold |
|
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|
2024
Q3 | $308K | Sell |
|
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|
2024
Q2 | $334K | Hold |
|
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|
2024
Q1 | $386K | Hold |
|
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $225K | Sell |
|
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $319K | Hold |
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|
2022
Q3 | $247K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $244K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $547K | Buy |
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|
2019
Q3 | $375K | Sell |
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|
2019
Q2 | $344K | Hold |
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|
2019
Q1 | $350K | Sell |
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|
2018
Q4 | $325K | Hold |
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|
2018
Q3 | $424K | Hold |
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|
2018
Q2 | $423K | Sell |
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|
2018
Q1 | $375K | Hold |
|
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|
2017
Q4 | $396K | Sell |
|
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|
2017
Q3 | $372K | Hold |
|
|||||
|
2017
Q2 | $336K | Sell |
|
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|
2017
Q1 | $345K | Hold |
|
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|
2016
Q4 | $376K | Sell |
|
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|
2016
Q3 | $354K | Hold |
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|||||
|
2016
Q2 | $349K | Sell |
|
|||||
|
2016
Q1 | $414K | Sell |
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|
2015
Q4 | $380K | Sell |
|
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|
2015
Q3 | $463K | Hold |
|
|||||
|
2015
Q2 | $486K | Sell |
|
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|
2015
Q1 | $483K | Sell |
|
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|
2014
Q4 | $540K | Buy |
|
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|
2014
Q3 | $612K | Hold |
|
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|
2014
Q2 | $605K | Hold |
|
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|
2014
Q1 | $580K | Sell |
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|
2013
Q4 | $584K | Sell |
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|
2013
Q3 | $471K | Buy |
|