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Harbor Investment Advisory’s Phillips 66 PSX Stock Holding History

Harbor Investment Advisory’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
2026
Q2 		$547K Hold
3,235
– – 0.04% 287
2026
Q1 		$589K Sell
3,235
-47
-1% -$7.37K 0.05% 259
2025
Q4 		$424K Sell
3,282
-3
-0.1% -$404 0.03% 305
2025
Q3 		$447K Buy
3,285
+47
+1% +$6.02K 0.04% 294
2025
Q2 		$386K Sell
3,238
-1,834
-36% -$205K 0.03% 294
2025
Q1 		$626K Hold
5,072
– – 0.06% 223
2024
Q4 		$578K Hold
5,072
– – 0.05% 214
2024
Q3 		$667K Sell
5,072
-237
-4% -$32K 0.07% 205
2024
Q2 		$750K Sell
5,309
-82
-2% -$12.1K 0.08% 180
2024
Q1 		$881K Sell
5,391
-566
-10% -$81.6K 0.09% 169
2023
Q4 		$793K Buy
5,957
+23
+0.4% +$2.75K 0.09% 166
2023
Q3 		$713K Sell
5,934
-4,699
-44% -$527K 0.09% 163
2023
Q2 		$1.01M Sell
10,633
-165
-2% -$16K 0.14% 133
2023
Q1 		$1.09M Sell
10,798
-20
-0.2% -$2.03K 0.16% 122
2022
Q4 		$1.13M Buy
10,818
+50
+0.5% +$5.11K 0.18% 112
2022
Q3 		$869K Buy
10,768
+247
+2% +$21.1K 0.14% 135
2022
Q2 		$863K Buy
10,521
+1,047
+11% +$96.9K 0.14% 135
2022
Q1 		$818K Buy
9,474
+1,759
+23% +$148K 0.11% 160
2021
Q4 		$559K Buy
7,715
+1,563
+25% +$118K 0.07% 207
2021
Q3 		$431K Sell
6,152
-414
-6% -$30K 0.06% 245
2021
Q2 		$563K Buy
6,566
+56
+0.9% +$4.73K 0.08% 216
2021
Q1 		$531K Buy
6,510
+2,622
+67% +$206K 0.08% 201
2020
Q4 		$272K Buy
3,888
+430
+12% +$25.2K 0.04% 256
2020
Q3 		$179K Sell
3,458
-17
-0.5% -$1.04K 0.03% 293
2020
Q2 		$250K Buy
3,475
+17
+0.5% +$1.2K 0.05% 237
2020
Q1 		$186K Sell
3,458
-166
-5% -$13.5K 0.05% 242
2019
Q4 		$404K Buy
+3,624
New +$407K 0.09% 172

Other funds holding PSX

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Harbor Investment Advisory's PSX Position: Q2 2026 in Review

Harbor Investment Advisory held its Phillips 66 (PSX) position steady in Q2 2026 at 3,235 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #287.

Harbor Investment Advisory first reported a position in PSX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.13M in Q4 2022. 713 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Harbor Investment Advisory held 3,235 shares of Phillips 66 worth $547K as of Q2 2026.
  • Harbor Investment Advisory left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.04% of Harbor Investment Advisory's portfolio in Q2 2026, its #287 holding.
  • Harbor Investment Advisory first reported a position in Phillips 66 in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Phillips 66 position peaked at $1.13M in Q4 2022.
  • 713 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.