JSAM
J. Safra Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-224
| Closed | -$25.1K | – | 354 |
|
|
2024
Q4 | $25.1K | Buy |
+224
| New | +$25.1K | ﹤0.01% | 233 |
|
|
2023
Q4 | – | Sell |
-92
| Closed | -$11.1K | – | 130 |
|
|
2023
Q3 | $11.1K | Hold |
92
| – | – | ﹤0.01% | 100 |
|
|
2023
Q2 | $8.78K | Hold |
92
| – | – | ﹤0.01% | 94 |
|
|
2023
Q1 | $9.33K | Buy |
+92
| New | +$9.33K | ﹤0.01% | 95 |
|
|
2022
Q2 | – | Sell |
-21
| Closed | – | – | 121 |
|
|
2022
Q1 | $0 | Buy |
+21
| New | – | ﹤0.01% | 123 |
|