AlTi Global’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Buy |
44,629
+2,397
| +6% | +$299K | 0.14% | 93 |
|
|
2025
Q1 | $5.21M | Sell |
42,232
-20,594
| -33% | -$2.54M | 0.14% | 89 |
|
|
2024
Q4 | $7.36M | Buy |
62,826
+59,971
| +2,101% | +$7.02M | 0.18% | 68 |
|
|
2024
Q3 | $375K | Buy |
2,855
+3
| +0.1% | +$394 | 0.01% | 300 |
|
|
2024
Q2 | $403K | Buy |
2,852
+66
| +2% | +$9.32K | 0.01% | 281 |
|
|
2024
Q1 | $455K | Sell |
2,786
-59,624
| -96% | -$9.74M | 0.01% | 261 |
|
|
2023
Q4 | $8.31M | Buy |
+62,410
| New | +$8.31M | 0.25% | 55 |
|