J. Safra Sarasin Holding’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	$514K	Buy	4,309 +50	+1%	+$5.97K	0.01%	359
2025 Q1	$526K	Sell	4,259 -17,020	-80%	-$2.1M	0.01%	413
2024 Q4	$2.42M	Buy	+21,279	New	+$2.42M	0.04%	205