Cadent Capital 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
Q3 | $307K | Buy |
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|
2025
Q2 | $254K | Sell |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $270K | Sell |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | $345K | Sell |
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|
2024
Q1 | $404K | Sell |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $323K | Buy |
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|
2023
Q2 | $255K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $229K | Buy |
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