HCC
Hirtle Callaghan & Co’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,652
| Closed | -$204K | – | 111 |
|
|
2025
Q1 | $204K | Sell |
1,652
-536
| -24% | -$66.2K | 0.01% | 106 |
|
|
2024
Q4 | $249K | Buy |
2,188
+568
| +35% | +$64.7K | 0.01% | 106 |
|
|
2024
Q3 | $213K | Buy |
+1,620
| New | +$213K | 0.01% | 97 |
|
|
2015
Q1 | – | Sell |
-5,661
| Closed | -$406K | – | 284 |
|
|
2014
Q4 | $406K | Sell |
5,661
-300
| -5% | -$21.5K | 0.09% | 125 |
|
|
2014
Q3 | $485K | Sell |
5,961
-100
| -2% | -$8.14K | 0.08% | 111 |
|
|
2014
Q2 | $487K | Sell |
6,061
-250
| -4% | -$20.1K | 0.07% | 143 |
|
|
2014
Q1 | $486K | Sell |
6,311
-24
| -0.4% | -$1.85K | 0.08% | 133 |
|
|
2013
Q4 | $489K | Hold |
6,335
| – | – | 0.07% | 134 |
|
|
2013
Q3 | $366K | Buy |
+6,335
| New | +$366K | 0.06% | 164 |
|