Harrell Investment Partners’s Phillips 66 PSX Stock Holding History

Harrell Investment Partners’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	$362K	Hold
2025 Q2	$317K	Buy
2025 Q1	$201K	Buy
2024 Q4	–	Sell
2024 Q3	$214K	Hold
2024 Q2	$230K	Hold
2024 Q1	$266K	Sell
2023 Q4	$230K	Hold
2023 Q3	$206K	Buy
2020 Q1	–	Sell
2019 Q4	$259K	Buy