Sienna Gestion’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.49M	Hold	41,182	–	–	0.31%	107
2025 Q1	$4.94M	Sell	41,182 -2,687	-6%	-$323K	0.4%	93
2024 Q4	$5M	Hold	43,869	–	–	0.34%	104
2024 Q3	$5.75M	Buy	43,869 +6,823	+18%	+$895K	0.38%	103
2024 Q2	$5.23M	Buy	+37,046	New	+$5.23M	0.46%	87