Jacobus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $187K | Hold |
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|
2017
Q2 | $169K | Hold |
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|
2017
Q1 | $162K | Hold |
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|
2016
Q4 | $177K | Hold |
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|
2016
Q3 | $165K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $544K | Sell |
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|
2015
Q4 | $848K | Buy |
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|
2015
Q3 | $580K | Sell |
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|
2015
Q2 | $806K | Buy |
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|
2015
Q1 | $442K | Buy |
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|
2014
Q4 | $411K | Buy |
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|
2014
Q3 | $137K | Buy |
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|
2014
Q2 | $125K | Sell |
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|
2014
Q1 | $188K | Hold |
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|
2013
Q4 | $188K | Buy |
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|
2013
Q3 | $122K | Buy |
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