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SevenBridge Financial Group, LLC → PSX
SevenBridge Financial Group, LLC PSX Position History
Phillips 66 • Energy
Quarters held
5
Latest value
$8.4M
Q3 2026
Peak value
$8.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.1M |
| Q4 2025 | $5.4M |
| Q1 2026 | $6.2M |
| Q2 2026 | $7.8M |
| Q3 2026 | $8.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.4M | 28.9K | — | — |
| Q2 2026 | $7.8M | 38.5K | — | — |
| Q1 2026 | $6.2M | 38.5K | — | — |
| Q4 2025 | $5.4M | 38.5K | — | — |
| Q3 2025 | $5.1M | 36.9K | — | — |
Other funds holding PSX
$6.5B
$6.2B
$5.3B
$4.7B
$4.7B
$4.6B
$4.4B
$4.4B