Cyndeo Wealth Partners, LLC's ownership history for PSX

Cyndeo Wealth Partners, LLC currently holds 3.2K shares with a market value of $584.7K. It started holding PSX on 2024-09-30. At its peak, it held 42.2K shares on 2025-06-30. Its highest holding value was $5.0M on 2025-06-30. At its lowest, it held 3.2K shares on 2026-03-31, with a value of $434.0K on 2025-12-31. In the recent 180 days, Cyndeo Wealth Partners, LLC has decreased its shares by 187. In the recent year, Cyndeo Wealth Partners, LLC has decreased its shares by 37.4K.