Sendero Wealth Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.75M Buy
2025
Q2
$3.2M Sell
2025
Q1
$8.97M Buy
2024
Q4
$2.59M Sell
2024
Q3
$5.32M Buy
2024
Q2
$4.57M Buy
2024
Q1
$4.91M Buy
2023
Q4
$3.18M Buy
2023
Q3
$505K Sell
2023
Q2
$451K Buy