Jacobsen Capital Management’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10,101	Closed	-$726K	–	61
2020 Q2	$726K	Buy	+10,101	New	+$726K	0.55%	36
2019 Q4	$793K	Sell	7,124 -160	-2%	-$17.8K	0.79%	32
2019 Q3	$745K	Hold	7,284	–	–	0.72%	38
2019 Q2	$681K	Buy	+7,284	New	+$681K	0.68%	38