HI
PSX icon

Harbour Investments’s Phillips 66 PSX Stock Holding History

Harbour Investments’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 		$1.38M Sell
8,157
-2,198
-21% -$378K 0.02% 686
2026
Q1 		$1.89M Buy
10,355
+6,276
+154% +$983K 0.03% 512
2025
Q4 		$526K Sell
4,079
-5
-0.1% -$673 0.01% 828
2025
Q3 		$555K Buy
4,084
+370
+10% +$47.4K 0.01% 782
2025
Q2 		$443K Sell
3,714
-175
-4% -$19.6K 0.01% 818
2025
Q1 		$480K Buy
3,889
+229
+6% +$28.2K 0.01% 728
2024
Q4 		$417K Buy
3,660
+385
+12% +$49K 0.01% 757
2024
Q3 		$430K Sell
3,275
-5
-0.2% -$675 0.01% 715
2024
Q2 		$463K Buy
3,280
+324
+11% +$48K 0.02% 631
2024
Q1 		$483K Buy
2,956
+122
+4% +$17.6K 0.02% 600
2023
Q4 		$377K Buy
2,834
+62
+2% +$7.41K 0.02% 634
2023
Q3 		$333K Buy
2,772
+93
+3% +$10.4K 0.02% 620
2023
Q2 		$256K Buy
2,679
+156
+6% +$15.2K 0.01% 709
2023
Q1 		$256K Buy
2,523
+61
+2% +$6.2K 0.01% 681
2022
Q4 		$256K Sell
2,462
-46
-2% -$4.71K 0.02% 655
2022
Q3 		$206K Hold
2,508
– – 0.01% 679
2022
Q2 		$206K Buy
+2,508
New +$232K 0.01% 679
2021
Q4 		$135K Sell
1,865
-5,260
-74% -$398K 0.01% 853
2021
Q3 		$499K Sell
7,125
-1,567
-18% -$113K 0.02% 640
2021
Q2 		$746K Buy
8,692
+1,219
+16% +$103K 0.02% 526
2021
Q1 		$609K Buy
+7,473
New +$586K 0.02% 531

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harbour Investments's PSX Position: Q2 2026 in Review

Harbour Investments reduced its Phillips 66 (PSX) stake by 21% in Q2 2026, selling an estimated $378K and leaving 8,157 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #686.

Harbour Investments first reported a position in PSX in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.89M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Harbour Investments held 8,157 shares of Phillips 66 worth $1.38M as of Q2 2026.
  • Harbour Investments sold 2,198 Phillips 66 shares in Q2 2026, an estimated $378K.
  • Phillips 66 made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #686 holding.
  • Harbour Investments first reported a position in Phillips 66 in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Phillips 66 position peaked at $1.89M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.