Sage Mountain Advisors’s Phillips 66 PSX Stock Holding History

Sage Mountain Advisors’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Sell
2025 Q1	$317K	Buy
2024 Q4	$283K	Sell
2024 Q3	$349K	Buy
2024 Q2	$299K	Buy
2024 Q1	$289K	Sell
2023 Q4	$296K	Buy
2023 Q3	$235K	Buy