Jefferies Financial Group’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 | $298K | Sell |
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|
2025
Q1 | $941K | Sell |
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|
2024
Q4 | $23M | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $5.93M | Buy |
|
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $10.6M | Buy |
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|
2023
Q3 | $19.2K | Sell |
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|
2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $1.17M | Buy |
|
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.85M | Buy |
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