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Sierra Summit Advisors’s Phillips 66 PSX Stock Holding History

Sierra Summit Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-44,848
Closed -$5.9M – 169
2024
Q3 		$5.9M Buy
44,848
+492
+1% +$64.7K 1.36% 31
2024
Q2 		$6.26M Buy
+44,356
New +$6.26M 1.55% 27