Sanders Morris Harris’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $212K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $214K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $844K | Buy |
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|
2019
Q4 | $932K | Hold |
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|
2019
Q3 | $836K | Hold |
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|
2019
Q2 | $795K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $201K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $259K | Sell |
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|
2016
Q1 | $2.82M | Buy |
|