Coastal Bridge Advisors’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
$807K Buy
6,766
+44
+0.7% +$5.25K 0.07% 225
2025
Q1
$830K Buy
+6,722
New +$830K 0.2% 113