K.J. Harrison & 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
Q1 | – | Sell |
-2,000
| Closed | -$229K | – | 199 |
|
|
2024
Q4 | $229K | Buy |
+2,000
| New | +$229K | 0.04% | 186 |
|
|
2021
Q1 | – | Sell |
-7,700
| Closed | -$539K | – | 373 |
|
|
2020
Q4 | $539K | Buy |
+7,700
| New | +$539K | 0.09% | 198 |
|
|
2017
Q1 | – | Sell |
-5,000
| Closed | -$432K | – | 194 |
|
|
2016
Q4 | $432K | Buy |
5,000
+2,500
| +100% | +$216K | 0.17% | 150 |
|
|
2016
Q3 | $201K | Buy |
+2,500
| New | +$201K | 0.1% | 189 |
|
|
2015
Q3 | – | Sell |
-37,500
| Closed | -$3.02M | – | 175 |
|
|
2015
Q2 | $3.02M | Buy |
37,500
+4,500
| +14% | +$363K | 0.9% | 36 |
|
|
2015
Q1 | $2.59M | Buy |
+33,000
| New | +$2.59M | 0.76% | 45 |
|