HTIM
Harbour Trust & Investment Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
1,741
+52
| +3% | +$6.2K | 0.02% | 152 |
|
|
2025
Q1 | $209K | Sell |
1,689
-2,122
| -56% | -$262K | 0.03% | 149 |
|
|
2024
Q4 | $434K | Hold |
3,811
| – | – | 0.05% | 117 |
|
|
2024
Q3 | $501K | Sell |
3,811
-112
| -3% | -$14.7K | 0.06% | 114 |
|
|
2024
Q2 | $554K | Buy |
3,923
+40
| +1% | +$5.65K | 0.07% | 111 |
|
|
2024
Q1 | $634K | Sell |
3,883
-38
| -1% | -$6.21K | 0.08% | 110 |
|
|
2023
Q4 | $522K | Buy |
+3,921
| New | +$522K | 0.07% | 113 |
|