Jacobs Levy Equity 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 | $181M | Sell |
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|
2025
Q1 | $192M | Buy |
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|
2024
Q4 | $176M | Buy |
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|
2024
Q3 | $78.6M | Buy |
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|
2024
Q2 | $76.6M | Buy |
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|
2024
Q1 | $70.6M | Buy |
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|
2023
Q4 | $4.84M | Sell |
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|
2023
Q3 | $6.27M | Sell |
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|
2023
Q2 | $5.01M | Buy |
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|
2023
Q1 | $3.44M | Buy |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $66.5M | Sell |
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|
2022
Q2 | $83M | Sell |
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|
2022
Q1 | $98.2M | Buy |
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|
2021
Q4 | $73.1M | Sell |
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|
2021
Q3 | $75.1M | Buy |
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|
2021
Q2 | $1.57M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $18.4M | Sell |
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|
2020
Q2 | $45.2M | Sell |
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|
2020
Q1 | $51.9M | Buy |
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|
2019
Q4 | $91.9M | Buy |
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|
2019
Q3 | $55.1M | Buy |
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|
2019
Q2 | $40.4M | Sell |
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|
2019
Q1 | $43.7M | Buy |
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|
2018
Q4 | $36.4M | Buy |
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|
2018
Q3 | $41.6M | Buy |
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|
2018
Q2 | $9.34M | Buy |
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|
2018
Q1 | $2.87M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $24.1M | Buy |
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|
2015
Q3 | $20.2M | Sell |
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|
2015
Q2 | $22.6M | Buy |
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|
2015
Q1 | $255K | Sell |
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|
2014
Q4 | $1.97M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $12.2M | Buy |
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|
2014
Q1 | $836K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $16M | Buy |
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