Sendero Wealth Management’s Phillips 66 PSX Stock Holding History

Sendero Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity

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