SAG
SageView Advisory Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,389
| Closed | -$337K | – | 561 |
|
|
2024
Q2 | $337K | Buy |
+2,389
| New | +$337K | 0.02% | 406 |
|
|
2024
Q1 | – | Sell |
-2,784
| Closed | -$396K | – | 756 |
|
|
2023
Q4 | $396K | Buy |
+2,784
| New | +$396K | 0.02% | 444 |
|
|
2023
Q1 | – | Sell |
-2,337
| Closed | -$243K | – | 478 |
|
|
2022
Q4 | $243K | Buy |
+2,337
| New | +$243K | 0.02% | 367 |
|