Position in PSX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,424,753
-$134,343 QoQ
Shares Held
8,428
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#756
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026HARBOUR INVESTMENT MANAGEMENT LLC holds $1,424,753 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
8,428 | $1,424,753 |
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,424,753 | 8,428 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,559,096 | 8,558 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,224,331 | 9,488 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,797,232 | 13,213 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $1,704,558 | 14,288 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,793,053 | 14,521 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,671,467 | 14,671 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,918,118 | 14,592 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,022,542 | 14,327 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,373,656 | 14,532 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,945,308 | 14,611 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,755,511 | 14,611 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,393,597 | 14,611 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,509,142 | 14,886 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,549,334 | 14,886 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,204,826 | 14,926 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,193,774 | 14,560 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,292,394 | 14,960 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,128,709 | 15,577 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,083,013 | 15,465 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,329,351 | 15,490 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,311,978 | 16,090 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,135,475 | 16,235 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $841,622 | 16,235 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,160,825 | 16,145 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $883,991 | 16,477 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||