Jacobsen 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
2026
Q1
$260K Buy
2020
Q3
Sell
2020
Q2
$726K Buy
2019
Q4
$793K Sell
2019
Q3
$745K Hold
2019
Q2
$681K Buy