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Harbour Trust & Investment Management’s Phillips 66 PSX Stock Holding History

Harbour Trust & 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
2025
Q3 		– Sell
-1,741
Closed -$208K – 159
2025
Q2 		$208K Buy
1,741
+52
+3% +$5.83K 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% -$15.1K 0.06% 114
2024
Q2 		$554K Buy
3,923
+40
+1% +$5.92K 0.07% 111
2024
Q1 		$634K Sell
3,883
-38
-1% -$5.48K 0.08% 110
2023
Q4 		$522K Buy
+3,921
New +$469K 0.07% 113

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harbour Trust & Investment Management's PSX Position: Q3 2025 in Review

Harbour Trust & Investment Management sold out of Phillips 66 (PSX) in Q3 2025, closing a stake of 1,741 shares — an estimated $208K sold.

Harbour Trust & Investment Management first reported a position in PSX in Q4 2023 and held it in 7 quarters. The position peaked at $634K in Q1 2024. 1,834 funds tracked by Wall St. Rank hold PSX as of Q3 2025.

  • Harbour Trust & Investment Management reported no remaining Phillips 66 position as of Q3 2025 after selling out during the quarter.
  • Harbour Trust & Investment Management sold 1,741 Phillips 66 shares in Q3 2025, an estimated $208K.
  • Harbour Trust & Investment Management first reported a position in Phillips 66 in Q4 2023 and held it in 7 quarters.
  • Harbour Trust & Investment Management's Phillips 66 position peaked at $634K in Q1 2024.
  • 1,834 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2025.

Based on Harbour Trust & Investment Management's 13F filing for Q3 2025, filed 28 Oct 2025.