SGAM
Smith Group Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Hold |
10,084
| – | – | 0.08% | 83 |
|
|
2025
Q1 | $1.25M | Hold |
10,084
| – | – | 0.09% | 80 |
|
|
2024
Q4 | $1.15M | Buy |
+10,084
| New | +$1.15M | 0.08% | 86 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$17K | – | 472 |
|
|
2016
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 394 |
|
|
2016
Q3 | $16K | Buy |
200
+20
| +11% | +$1.6K | ﹤0.01% | 401 |
|
|
2016
Q2 | $14K | Hold |
180
| – | – | ﹤0.01% | 418 |
|
|
2016
Q1 | $16K | Buy |
+180
| New | +$16K | ﹤0.01% | 378 |
|