SPA
Sherbrooke Park Advisers’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Buy |
+6,231
| New | +$743K | 0.32% | 87 |
|
|
2024
Q4 | – | Sell |
-1,537
| Closed | -$202K | – | 1084 |
|
|
2024
Q3 | $202K | Buy |
+1,537
| New | +$202K | 0.05% | 753 |
|
|
2023
Q2 | – | Sell |
-4,300
| Closed | -$436K | – | 380 |
|
|
2023
Q1 | $436K | Buy |
+4,300
| New | +$436K | 0.66% | 44 |
|