Halbert Hargrove Global Advisors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.91K Buy
2025
Q2
Sell
2025
Q1
$741 Buy
2015
Q3
Sell
2015
Q2
$452K Sell
2015
Q1
$456K Buy
2014
Q4
$352K Sell
2014
Q3
$423K Sell
2014
Q2
$427K Sell
2014
Q1
$432K Sell
2013
Q4
$495K Buy