SageView Advisory Group’s Phillips 66 PSX Stock Holding History

SageView Advisory Group’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 Q3	$230K	Buy
2024 Q3	–	Sell
2024 Q2	$337K	Buy
2024 Q1	–	Sell
2023 Q4	$396K	Buy
2023 Q1	–	Sell
2022 Q4	$243K	Buy