Position
Sharp Wealth Advisory, LLC in Phillips 66
Back to the book · All holders of PSX
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $165.9K$129.03 → $182.16
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3.53K | $455K | — | — | — | 0.2% |
| Q1 2026 | 3.12K | $568.9K | $182.16 | $165.9K | −$52K | 0.3% |