Harrell Investment Partners’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 | $317K | Buy |
2,658
+1,030
| +63% | +$123K | 0.08% | 109 |
|
|
2025
Q1 | $201K | Buy |
+1,628
| New | +$201K | 0.06% | 95 |
|
|
2024
Q4 | – | Sell |
-1,628
| Closed | -$214K | – | 95 |
|
|
2024
Q3 | $214K | Hold |
1,628
| – | – | 0.06% | 86 |
|
|
2024
Q2 | $230K | Hold |
1,628
| – | – | 0.07% | 86 |
|
|
2024
Q1 | $266K | Sell |
1,628
-101
| -6% | -$16.5K | 0.08% | 83 |
|
|
2023
Q4 | $230K | Hold |
1,729
| – | – | 0.07% | 92 |
|
|
2023
Q3 | $206K | Buy |
+1,729
| New | +$206K | 0.07% | 98 |
|
|
2020
Q1 | – | Sell |
-2,328
| Closed | -$259K | – | 88 |
|
|
2019
Q4 | $259K | Buy |
+2,328
| New | +$259K | 0.12% | 77 |
|