AlTi Global’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
Q3
$6.48M Buy
2025
Q2
$5.56M Buy
2025
Q1
$5.21M Sell
2024
Q4
$7.36M Buy
2024
Q3
$375K Buy
2024
Q2
$403K Buy
2024
Q1
$455K Sell
2023
Q4
$8.31M Buy