LGA
Lebenthal Global Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Sell |
7,275
-819
| -10% | -$97.7K | 0.16% | 93 |
|
|
2025
Q1 | $999K | Buy |
8,094
+121
| +2% | +$14.9K | 0.19% | 74 |
|
|
2024
Q4 | $908K | Buy |
7,973
+4,160
| +109% | +$474K | 0.17% | 91 |
|
|
2024
Q3 | $501K | Buy |
3,813
+446
| +13% | +$58.6K | 0.1% | 122 |
|
|
2024
Q2 | $475K | Buy |
3,367
+520
| +18% | +$73.4K | 0.1% | 117 |
|
|
2024
Q1 | $465K | Sell |
2,847
-33
| -1% | -$5.39K | 0.1% | 125 |
|
|
2023
Q4 | $383K | Buy |
+2,880
| New | +$383K | 0.09% | 132 |
|