Lebenthal Global Advisors’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
$868K Sell
2025
Q1
$999K Buy
2024
Q4
$908K Buy
2024
Q3
$501K Buy
2024
Q2
$475K Buy
2024
Q1
$465K Sell
2023
Q4
$383K Buy