SWM
Sendero Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
26,790
-45,861
| -63% | -$5.47M | 0.4% | 52 |
|
|
2025
Q1 | $8.97M | Buy |
72,651
+49,905
| +219% | +$6.16M | 1.25% | 19 |
|
|
2024
Q4 | $2.59M | Sell |
22,746
-17,755
| -44% | -$2.02M | 0.39% | 54 |
|
|
2024
Q3 | $5.32M | Buy |
40,501
+8,098
| +25% | +$1.06M | 0.84% | 26 |
|
|
2024
Q2 | $4.57M | Buy |
32,403
+2,329
| +8% | +$329K | 0.77% | 28 |
|
|
2024
Q1 | $4.91M | Buy |
30,074
+6,201
| +26% | +$1.01M | 0.84% | 25 |
|
|
2023
Q4 | $3.18M | Buy |
23,873
+19,673
| +468% | +$2.62M | 0.6% | 35 |
|
|
2023
Q3 | $505K | Sell |
4,200
-526
| -11% | -$63.2K | 0.11% | 109 |
|
|
2023
Q2 | $451K | Buy |
+4,726
| New | +$451K | 0.1% | 116 |
|