Harbour Trust & Investment Management’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
Q2
$208K Buy
2025
Q1
$209K Sell
2024
Q4
$434K Hold
2024
Q3
$501K Sell
2024
Q2
$554K Buy
2024
Q1
$634K Sell
2023
Q4
$522K Buy