Harbour Investments’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
3,714
-175
| -4% | -$20.9K | 0.01% | 818 |
|
|
2025
Q1 | $480K | Buy |
3,889
+229
| +6% | +$28.3K | 0.01% | 728 |
|
|
2024
Q4 | $417K | Buy |
3,660
+385
| +12% | +$43.9K | 0.01% | 757 |
|
|
2024
Q3 | $430K | Sell |
3,275
-5
| -0.2% | -$657 | 0.01% | 715 |
|
|
2024
Q2 | $463K | Buy |
3,280
+324
| +11% | +$45.7K | 0.02% | 631 |
|
|
2024
Q1 | $483K | Buy |
2,956
+122
| +4% | +$19.9K | 0.02% | 600 |
|
|
2023
Q4 | $377K | Buy |
2,834
+62
| +2% | +$8.26K | 0.02% | 634 |
|
|
2023
Q3 | $333K | Buy |
2,772
+93
| +3% | +$11.2K | 0.02% | 620 |
|
|
2023
Q2 | $256K | Buy |
2,679
+156
| +6% | +$14.9K | 0.01% | 709 |
|
|
2023
Q1 | $256K | Buy |
2,523
+61
| +2% | +$6.18K | 0.01% | 681 |
|
|
2022
Q4 | $256K | Sell |
2,462
-46
| -2% | -$4.79K | 0.02% | 655 |
|
|
2022
Q3 | $206K | Hold |
2,508
| – | – | 0.01% | 679 |
|
|
2022
Q2 | $206K | Buy |
+2,508
| New | +$206K | 0.01% | 679 |
|
|
2021
Q4 | $135K | Sell |
1,865
-5,260
| -74% | -$381K | 0.01% | 853 |
|
|
2021
Q3 | $499K | Sell |
7,125
-1,567
| -18% | -$110K | 0.02% | 640 |
|
|
2021
Q2 | $746K | Buy |
8,692
+1,219
| +16% | +$105K | 0.02% | 526 |
|
|
2021
Q1 | $609K | Buy |
+7,473
| New | +$609K | 0.02% | 531 |
|