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
Q4 | – | Sell |
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|
2025
Q3 | $1.91K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $741 | Buy |
|
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $452K | Sell |
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|
2015
Q1 | $456K | Buy |
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|
2014
Q4 | $352K | Sell |
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|
2014
Q3 | $423K | Sell |
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|
2014
Q2 | $427K | Sell |
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|
2014
Q1 | $432K | Sell |
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|
2013
Q4 | $495K | Buy |
|