Everett Harris & Co’s Phillips 66 PSX Stock Holding History

Everett Harris & Co’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.73M	Sell
2025 Q1	$1.8M	Sell
2024 Q4	$1.9M	Buy
2024 Q3	$2.13M	Sell
2024 Q2	$2.35M	Buy
2024 Q1	$2.69M	Buy
2023 Q4	$2.18M	Buy
2023 Q3	$1.75M	Sell
2023 Q2	$1.43M	Sell
2023 Q1	$1.53M	Sell
2022 Q4	$1.58M	Sell
2022 Q3	$1.23M	Sell
2022 Q2	$1.25M	Sell
2022 Q1	$1.41M	Buy
2021 Q4	$1.18M	Sell
2021 Q3	$1.14M	Sell
2021 Q2	$1.42M	Sell
2021 Q1	$1.41M	Sell
2020 Q4	$1.27M	Sell
2020 Q3	$1.06M	Sell
2020 Q2	$1.59M	Sell
2020 Q1	$1.25M	Sell
2019 Q4	$2.8M	Sell
2019 Q3	$2.64M	Sell
2019 Q2	$2.43M	Sell
2019 Q1	$2.5M	Buy
2018 Q4	$2.23M	Sell
2018 Q3	$2.98M	Sell
2018 Q2	$2.98M	Sell
2018 Q1	$2.56M	Sell
2017 Q4	$2.71M	Sell
2017 Q3	$2.46M	Sell
2017 Q2	$2.23M	Buy
2017 Q1	$2.11M	Sell
2016 Q4	$2.4M	Sell
2016 Q3	$2.49M	Sell
2016 Q2	$2.49M	Buy
2016 Q1	$2.67M	Hold
2015 Q4	$2.53M	Sell
2015 Q3	$2.89M	Buy
2015 Q2	$3M	Buy
2015 Q1	$2.92M	Sell
2014 Q4	$2.68M	Sell
2014 Q3	$3.09M	Sell
2014 Q2	$3.34M	Sell
2014 Q1	$3.21M	Sell
2013 Q4	$3.25M	Sell
2013 Q3	$2.46M	Sell
2013 Q2	$2.53M	Buy