Hirtle Callaghan & Co’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
Sell
2025
Q1
$204K Sell
2024
Q4
$249K Buy
2024
Q3
$213K Buy
2015
Q1
Sell
2014
Q4
$406K Sell
2014
Q3
$485K Sell
2014
Q2
$487K Sell
2014
Q1
$486K Sell
2013
Q4
$489K Hold
2013
Q3
$366K Buy