K.J. Harrison & Partners’s Phillips 66 PSX Stock Holding History

K.J. Harrison & 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 Q1	–	Sell	-2,000	Closed	-$229K	–	199
2024 Q4	$229K	Buy	+2,000	New	+$254K	0.04%	186
2021 Q1	–	Sell	-7,700	Closed	-$539K	–	373
2020 Q4	$539K	Buy	+7,700	New	+$452K	0.09%	198
2017 Q1	–	Sell	-5,000	Closed	-$432K	–	194
2016 Q4	$432K	Buy	5,000 +2,500	+100%	+$208K	0.17%	150
2016 Q3	$201K	Buy	+2,500	New	+$194K	0.1%	189
2015 Q3	–	Sell	-37,500	Closed	-$3.02M	–	175
2015 Q2	$3.02M	Buy	37,500 +4,500	+14%	+$358K	0.9%	36
2015 Q1	$2.59M	Buy	+33,000	New	+$2.42M	0.76%	45

Other funds holding PSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

K.J. Harrison & Partners's PSX Position: Q1 2025 in Review

K.J. Harrison & Partners sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 2,000 shares — an estimated $229K sold.

K.J. Harrison & Partners first reported a position in PSX in Q1 2015 and held it in 6 quarters. The position peaked at $3.02M in Q2 2015. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

K.J. Harrison & Partners reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
K.J. Harrison & Partners sold 2,000 Phillips 66 shares in Q1 2025, an estimated $229K.
K.J. Harrison & Partners first reported a position in Phillips 66 in Q1 2015 and held it in 6 quarters.
K.J. Harrison & Partners's Phillips 66 position peaked at $3.02M in Q2 2015.
1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on K.J. Harrison & Partners's 13F filing for Q1 2025, filed 25 Apr 2025.