Jefferies Financial Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
2,500
-5,124
| -67% | -$611K | ﹤0.01% | 778 |
|
|
2025
Q1 | $941K | Sell |
7,624
-194,465
| -96% | -$24M | 0.01% | 648 |
|
|
2024
Q4 | $23M | Buy |
+202,089
| New | +$23M | 0.14% | 70 |
|
|
2024
Q3 | – | Sell |
-41,975
| Closed | -$5.93M | – | 1339 |
|
|
2024
Q2 | $5.93M | Buy |
41,975
+34,415
| +455% | +$4.86M | 0.06% | 172 |
|
|
2024
Q1 | $1.23M | Sell |
7,560
-72,100
| -91% | -$11.8M | 0.01% | 525 |
|
|
2023
Q4 | $10.6M | Buy |
79,660
+79,500
| +49,688% | +$10.6M | 0.07% | 110 |
|
|
2023
Q3 | $19.2K | Sell |
160
-15,444
| -99% | -$1.86M | ﹤0.01% | 1083 |
|
|
2023
Q2 | $1.49M | Buy |
15,604
+4,056
| +35% | +$387K | 0.01% | 467 |
|
|
2023
Q1 | $1.17M | Buy |
+11,548
| New | +$1.17M | 0.01% | 514 |
|
|
2018
Q4 | – | Sell |
-25,333
| Closed | -$2.86M | – | 59 |
|
|
2018
Q3 | $2.86M | Buy |
+25,333
| New | +$2.86M | 0.23% | 52 |
|