Clear Harbor Asset Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
4,040
-29
| -0.7% | -$3.46K | 0.04% | 275 |
|
|
2025
Q1 | $502K | Buy |
4,069
+805
| +25% | +$99.4K | 0.04% | 258 |
|
|
2024
Q4 | $372K | Buy |
+3,264
| New | +$372K | 0.03% | 277 |
|
|
2020
Q4 | – | Sell |
-1,375
| Closed | -$71.3K | – | 620 |
|
|
2020
Q3 | $71.3K | Buy |
+1,375
| New | +$71.3K | 0.01% | 351 |
|
|
2020
Q1 | – | Sell |
-1,375
| Closed | -$153K | – | 577 |
|
|
2019
Q4 | $153K | Buy |
+1,375
| New | +$153K | 0.03% | 287 |
|