J. Safra Asset Management’s Phillips 66 PSX Stock Holding History

J. Safra Asset Management’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$23K	Buy
2025 Q1	–	Sell
2024 Q4	$25.1K	Buy
2023 Q4	–	Sell
2023 Q3	$11.1K	Hold
2023 Q2	$8.78K	Hold
2023 Q1	$9.33K	Buy
2022 Q2	–	Sell
2022 Q1	$0	Buy