Sage Mountain Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
2,146
-424
| -16% | -$50.6K | 0.02% | 364 |
|
|
2025
Q1 | $317K | Buy |
2,570
+90
| +4% | +$11.1K | 0.02% | 293 |
|
|
2024
Q4 | $283K | Sell |
2,480
-173
| -7% | -$19.7K | 0.02% | 305 |
|
|
2024
Q3 | $349K | Buy |
2,653
+533
| +25% | +$70.1K | 0.03% | 256 |
|
|
2024
Q2 | $299K | Buy |
2,120
+352
| +20% | +$49.7K | 0.03% | 251 |
|
|
2024
Q1 | $289K | Sell |
1,768
-457
| -21% | -$74.6K | 0.03% | 246 |
|
|
2023
Q4 | $296K | Buy |
2,225
+271
| +14% | +$36.1K | 0.03% | 204 |
|
|
2023
Q3 | $235K | Buy |
+1,954
| New | +$235K | 0.03% | 215 |
|