Harbor Investment Advisory’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 | $447K | Buy |
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|
2025
Q2 | $386K | Sell |
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|
2025
Q1 | $626K | Hold |
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|
2024
Q4 | $578K | Hold |
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|
2024
Q3 | $667K | Sell |
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|
2024
Q2 | $750K | Sell |
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|
2024
Q1 | $881K | Sell |
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|
2023
Q4 | $793K | Buy |
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|
2023
Q3 | $713K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $869K | Buy |
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|
2022
Q2 | $863K | Buy |
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|
2022
Q1 | $818K | Buy |
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|
2021
Q4 | $559K | Buy |
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|
2021
Q3 | $431K | Sell |
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|
2021
Q2 | $563K | Buy |
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|
2021
Q1 | $531K | Buy |
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|
2020
Q4 | $272K | Buy |
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|
2020
Q3 | $179K | Sell |
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | $186K | Sell |
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|
2019
Q4 | $404K | Buy |
|