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

Halbert Hargrove Global Advisors’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 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