Sendero Wealth Management, LLC PSX Holdings History
Sendero Wealth Management, LLC's Phillips 66 Holding Summary
As of 2025-03-31, Sendero Wealth Management, LLC held 72,651.00 shares of Phillips 66(PSX), totaling $8.97 Mil. This investment constitutes 1.25% of their stock portfolio, and Sendero Wealth Management, LLC now holds 0.02% of the outstanding Phillips 66(PSX) stock.
The initial trade took place in 2023Q2. And since then Sendero Wealth Management, LLC has made 6 purchases of PSX, at an average price of $124.19, for a total of 90,932.00 shares. In addition, there have been 2 sales at an average price of $126.69 for 18,281.00 shares. Based on historical transaction data and PSX's current price of $119.84, Sendero Wealth Management, LLC's estimated gain on his PSX holdings is $-270,561.41, reflecting a -2.40% gain to date.
Sendero Wealth Management, LLC PSX ($119.84) Holding Chart
Sendero Wealth Management, LLC PSX ($119.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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