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Harbour Investment Management’s Phillips 66 PSX Stock Holding History

Harbour Investment Management’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 		$1.42M Sell
8,428
-130
-2% -$22.4K 0.74% 39
2026
Q1 		$1.56M Sell
8,558
-930
-10% -$146K 0.85% 37
2025
Q4 		$1.22M Sell
9,488
-3,725
-28% -$501K 0.65% 45
2025
Q3 		$1.8M Sell
13,213
-1,075
-8% -$138K 0.78% 38
2025
Q2 		$1.7M Sell
14,288
-233
-2% -$26.1K 0.74% 41
2025
Q1 		$1.79M Sell
14,521
-150
-1% -$18.5K 0.81% 42
2024
Q4 		$1.67M Buy
14,671
+79
+0.5% +$10.1K 0.73% 43
2024
Q3 		$1.92M Buy
14,592
+265
+2% +$35.8K 0.85% 40
2024
Q2 		$2.02M Sell
14,327
-205
-1% -$30.3K 0.93% 38
2024
Q1 		$2.37M Sell
14,532
-79
-0.5% -$11.4K 1.11% 33
2023
Q4 		$1.95M Hold
14,611
– – 1.02% 37
2023
Q3 		$1.76M Hold
14,611
– – 1% 36
2023
Q2 		$1.39M Sell
14,611
-275
-2% -$26.7K 0.73% 44
2023
Q1 		$1.51M Hold
14,886
– – 0.84% 43
2022
Q4 		$1.55M Sell
14,886
-40
-0.3% -$4.09K 0.89% 43
2022
Q3 		$1.21M Buy
14,926
+366
+3% +$31.2K 0.75% 44
2022
Q2 		$1.19M Sell
14,560
-400
-3% -$37K 0.72% 45
2022
Q1 		$1.29M Sell
14,960
-617
-4% -$51.9K 0.63% 46
2021
Q4 		$1.13M Buy
15,577
+112
+0.7% +$8.47K 0.51% 51
2021
Q3 		$1.08M Sell
15,465
-25
-0.2% -$1.81K 0.55% 50
2021
Q2 		$1.33M Sell
15,490
-600
-4% -$50.6K 0.67% 43
2021
Q1 		$1.31M Sell
16,090
-145
-0.9% -$11.4K 0.7% 43
2020
Q4 		$1.14M Hold
16,235
– – 0.63% 45
2020
Q3 		$842K Buy
16,235
+90
+0.6% +$5.49K 0.52% 48
2020
Q2 		$1.16M Sell
16,145
-332
-2% -$23.5K 0.81% 43
2020
Q1 		$884K Buy
16,477
+148
+0.9% +$12K 0.71% 46
2019
Q4 		$1.82M Sell
16,329
-17
-0.1% -$1.91K 1.2% 41
2019
Q3 		$1.67M Sell
16,346
-50
-0.3% -$5.01K 1.19% 42
2019
Q2 		$1.53M Buy
16,396
+1,037
+7% +$93K 1.08% 43
2019
Q1 		$1.46M Sell
15,359
-462
-3% -$43.9K 1.08% 44
2018
Q4 		$1.36M Sell
15,821
-42
-0.3% -$4.1K 1.12% 44
2018
Q3 		$1.79M Sell
15,863
-195
-1% -$22.5K 1.31% 39
2018
Q2 		$1.8M Sell
16,058
-1,780
-10% -$200K 1.41% 38
2018
Q1 		$1.71M Sell
17,838
-1,320
-7% -$128K 1.28% 39
2017
Q4 		$1.94M Sell
19,158
-1,000
-5% -$95.1K 1.37% 38
2017
Q3 		$1.85M Sell
20,158
-50
-0.2% -$4.24K 1.29% 43
2017
Q2 		$1.67M Sell
20,208
-90
-0.4% -$7.07K 1.22% 45
2017
Q1 		$1.61M Sell
20,298
-60
-0.3% -$4.83K 1.19% 42
2016
Q4 		$1.76M Sell
20,358
-71
-0.3% -$5.9K 1.34% 36
2016
Q3 		$1.65M Sell
20,429
-125
-0.6% -$9.72K 1.26% 38
2016
Q2 		$1.63M Sell
20,554
-200
-1% -$16.3K 1.25% 37
2016
Q1 		$1.8M Buy
20,754
+115
+0.6% +$9.35K 1.38% 29
2015
Q4 		$1.69M Sell
20,639
-400
-2% -$34.5K 1.31% 29
2015
Q3 		$1.62M Sell
21,039
-21
-0.1% -$1.67K 1.3% 28
2015
Q2 		$1.7M Buy
21,060
+50
+0.2% +$3.97K 1.28% 29
2015
Q1 		$1.65M Sell
21,010
-1,311
-6% -$96.2K 1.21% 33
2014
Q4 		$1.6M Sell
22,321
-100
-0.4% -$7.38K 1.01% 46
2014
Q3 		$1.82M Sell
22,421
-25
-0.1% -$2.08K 1.21% 35
2014
Q2 		$1.8M Sell
22,446
-250
-1% -$20.6K 1.15% 41
2014
Q1 		$1.75M Sell
22,696
-525
-2% -$40K 1.14% 40
2013
Q4 		$1.79M Sell
23,221
-100
-0.4% -$6.67K 1.2% 37
2013
Q3 		$1.35M Sell
23,321
-20
-0.1% -$1.16K 0.94% 48
2013
Q2 		$1.38M Buy
+23,341
New +$1.47M 1.01% 44

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

Harbour Investment Management's PSX Position: Q2 2026 in Review

Harbour Investment Management reduced its Phillips 66 (PSX) stake by 1.5% in Q2 2026, selling an estimated $22.4K and leaving 8,428 shares worth $1.42M. The position accounts for 0.74% of the portfolio, ranked #39.

Harbour Investment Management first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.37M in Q1 2024. 653 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Harbour Investment Management held 8,428 shares of Phillips 66 worth $1.42M as of Q2 2026.
  • Harbour Investment Management sold 130 Phillips 66 shares in Q2 2026, an estimated $22.4K.
  • Phillips 66 made up 0.74% of Harbour Investment Management's portfolio in Q2 2026, its #39 holding.
  • Harbour Investment Management first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
  • Harbour Investment Management's Phillips 66 position peaked at $2.37M in Q1 2024.
  • 653 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.