EHC
Everett Harris & Co’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
14,492
-100
| -0.7% | -$11.9K | 0.02% | 124 |
|
|
2025
Q1 | $1.8M | Sell |
14,592
-2,050
| -12% | -$253K | 0.02% | 112 |
|
|
2024
Q4 | $1.9M | Buy |
16,642
+464
| +3% | +$52.9K | 0.02% | 102 |
|
|
2024
Q3 | $2.13M | Sell |
16,178
-475
| -3% | -$62.4K | 0.03% | 99 |
|
|
2024
Q2 | $2.35M | Buy |
16,653
+175
| +1% | +$24.7K | 0.03% | 92 |
|
|
2024
Q1 | $2.69M | Buy |
16,478
+78
| +0.5% | +$12.7K | 0.04% | 93 |
|
|
2023
Q4 | $2.18M | Buy |
16,400
+1,805
| +12% | +$240K | 0.03% | 95 |
|
|
2023
Q3 | $1.75M | Sell |
14,595
-376
| -3% | -$45.2K | 0.03% | 100 |
|
|
2023
Q2 | $1.43M | Sell |
14,971
-150
| -1% | -$14.3K | 0.02% | 116 |
|
|
2023
Q1 | $1.53M | Sell |
15,121
-70
| -0.5% | -$7.1K | 0.02% | 109 |
|
|
2022
Q4 | $1.58M | Sell |
15,191
-30
| -0.2% | -$3.12K | 0.03% | 105 |
|
|
2022
Q3 | $1.23M | Sell |
15,221
-40
| -0.3% | -$3.23K | 0.02% | 113 |
|
|
2022
Q2 | $1.25M | Sell |
15,261
-1,087
| -7% | -$89.1K | 0.02% | 119 |
|
|
2022
Q1 | $1.41M | Buy |
16,348
+90
| +0.6% | +$7.77K | 0.02% | 119 |
|
|
2021
Q4 | $1.18M | Sell |
16,258
-84
| -0.5% | -$6.09K | 0.02% | 138 |
|
|
2021
Q3 | $1.14M | Sell |
16,342
-250
| -2% | -$17.5K | 0.02% | 133 |
|
|
2021
Q2 | $1.42M | Sell |
16,592
-678
| -4% | -$58.2K | 0.02% | 119 |
|
|
2021
Q1 | $1.41M | Sell |
17,270
-844
| -5% | -$68.8K | 0.02% | 117 |
|
|
2020
Q4 | $1.27M | Sell |
18,114
-2,331
| -11% | -$163K | 0.02% | 117 |
|
|
2020
Q3 | $1.06M | Sell |
20,445
-1,658
| -8% | -$86K | 0.02% | 120 |
|
|
2020
Q2 | $1.59M | Sell |
22,103
-1,095
| -5% | -$78.7K | 0.04% | 102 |
|
|
2020
Q1 | $1.25M | Sell |
23,198
-1,901
| -8% | -$102K | 0.03% | 109 |
|
|
2019
Q4 | $2.8M | Sell |
25,099
-680
| -3% | -$75.8K | 0.06% | 89 |
|
|
2019
Q3 | $2.64M | Sell |
25,779
-237
| -0.9% | -$24.3K | 0.07% | 89 |
|
|
2019
Q2 | $2.43M | Sell |
26,016
-293
| -1% | -$27.4K | 0.06% | 91 |
|
|
2019
Q1 | $2.5M | Buy |
26,309
+473
| +2% | +$45K | 0.06% | 91 |
|
|
2018
Q4 | $2.23M | Sell |
25,836
-639
| -2% | -$55.1K | 0.06% | 91 |
|
|
2018
Q3 | $2.98M | Sell |
26,475
-100
| -0.4% | -$11.3K | 0.07% | 78 |
|
|
2018
Q2 | $2.99M | Sell |
26,575
-113
| -0.4% | -$12.7K | 0.08% | 75 |
|
|
2018
Q1 | $2.56M | Sell |
26,688
-72
| -0.3% | -$6.91K | 0.07% | 83 |
|
|
2017
Q4 | $2.71M | Sell |
26,760
-70
| -0.3% | -$7.08K | 0.08% | 84 |
|
|
2017
Q3 | $2.46M | Sell |
26,830
-108
| -0.4% | -$9.89K | 0.07% | 91 |
|
|
2017
Q2 | $2.23M | Buy |
26,938
+255
| +1% | +$21.1K | 0.07% | 96 |
|
|
2017
Q1 | $2.11M | Sell |
26,683
-1,130
| -4% | -$89.5K | 0.07% | 94 |
|
|
2016
Q4 | $2.4M | Sell |
27,813
-3,140
| -10% | -$271K | 0.08% | 83 |
|
|
2016
Q3 | $2.49M | Sell |
30,953
-435
| -1% | -$35K | 0.09% | 96 |
|
|
2016
Q2 | $2.49M | Buy |
31,388
+502
| +2% | +$39.8K | 0.09% | 94 |
|
|
2016
Q1 | $2.67M | Hold |
30,886
| – | – | 0.1% | 92 |
|
|
2015
Q4 | $2.53M | Sell |
30,886
-6,730
| -18% | -$550K | 0.09% | 98 |
|
|
2015
Q3 | $2.89M | Buy |
37,616
+320
| +0.9% | +$24.6K | 0.11% | 84 |
|
|
2015
Q2 | $3.01M | Buy |
37,296
+120
| +0.3% | +$9.67K | 0.11% | 82 |
|
|
2015
Q1 | $2.92M | Sell |
37,176
-170
| -0.5% | -$13.4K | 0.1% | 83 |
|
|
2014
Q4 | $2.68M | Sell |
37,346
-635
| -2% | -$45.5K | 0.09% | 90 |
|
|
2014
Q3 | $3.09M | Sell |
37,981
-3,538
| -9% | -$288K | 0.11% | 80 |
|
|
2014
Q2 | $3.34M | Sell |
41,519
-172
| -0.4% | -$13.8K | 0.12% | 76 |
|
|
2014
Q1 | $3.21M | Sell |
41,691
-454
| -1% | -$35K | 0.12% | 72 |
|
|
2013
Q4 | $3.25M | Sell |
42,145
-427
| -1% | -$32.9K | 0.12% | 70 |
|
|
2013
Q3 | $2.46M | Sell |
42,572
-416
| -1% | -$24.1K | 0.1% | 73 |
|
|
2013
Q2 | $2.53M | Buy |
+42,988
| New | +$2.53M | 0.11% | 74 |
|