Joel Isaacson & Co’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 | $384K | Hold |
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|
2025
Q1 | $397K | Sell |
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|
2024
Q4 | $376K | Hold |
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|
2024
Q3 | $434K | Hold |
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|
2024
Q2 | $466K | Sell |
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|
2024
Q1 | $546K | Sell |
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|
2023
Q4 | $472K | Buy |
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|
2023
Q3 | $425K | Buy |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $356K | Buy |
|
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $289K | Buy |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $268K | Sell |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $314K | Buy |
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|
2020
Q4 | $254K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $266K | Sell |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $532K | Buy |
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|
2019
Q3 | $488K | Sell |
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|
2019
Q2 | $455K | Buy |
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|
2019
Q1 | $348K | Sell |
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|
2018
Q4 | $342K | Buy |
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|
2018
Q3 | $405K | Buy |
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|
2018
Q2 | $403K | Sell |
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|
2018
Q1 | $391K | Buy |
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|
2017
Q4 | $383K | Buy |
|
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|
2017
Q3 | $346K | Sell |
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|
2017
Q2 | $316K | Buy |
|
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|
2017
Q1 | $302K | Sell |
|
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|
2016
Q4 | $335K | Buy |
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|
2016
Q3 | $312K | Buy |
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|
2016
Q2 | $148K | Sell |
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|
2016
Q1 | $178K | Hold |
|
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|
2015
Q4 | $168K | Sell |
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|
2015
Q3 | $159K | Hold |
|
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|
2015
Q2 | $166K | Buy |
|
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|
2015
Q1 | $159K | Sell |
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|
2014
Q4 | $147K | Hold |
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|
2014
Q3 | $166K | Hold |
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|
2014
Q2 | $165K | Buy |
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|
2014
Q1 | $132K | Buy |
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|
2013
Q4 | $130K | Buy |
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|
2013
Q3 | $46K | Hold |
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|
2013
Q2 | $47K | Buy |
|