EWM
Evercore Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
13,116
+492
| +4% | +$58.7K | 0.02% | 177 |
|
|
2025
Q1 | $1.56M | Hold |
12,624
| – | – | 0.03% | 178 |
|
|
2024
Q4 | $1.44M | Hold |
12,624
| – | – | 0.02% | 186 |
|
|
2024
Q3 | $1.66M | Sell |
12,624
-696
| -5% | -$91.5K | 0.02% | 175 |
|
|
2024
Q2 | $1.88M | Hold |
13,320
| – | – | 0.03% | 165 |
|
|
2024
Q1 | $2.18M | Sell |
13,320
-137
| -1% | -$22.4K | 0.03% | 158 |
|
|
2023
Q4 | $1.79M | Buy |
13,457
+172
| +1% | +$22.9K | 0.03% | 172 |
|
|
2023
Q3 | $1.6M | Buy |
13,285
+33
| +0.2% | +$3.97K | 0.03% | 174 |
|
|
2023
Q2 | $1.26M | Buy |
13,252
+1,478
| +13% | +$141K | 0.02% | 196 |
|
|
2023
Q1 | $1.19M | Hold |
11,774
| – | – | 0.02% | 194 |
|
|
2022
Q4 | $1.23M | Hold |
11,774
| – | – | 0.03% | 188 |
|
|
2022
Q3 | $951K | Hold |
11,774
| – | – | 0.02% | 205 |
|
|
2022
Q2 | $965K | Sell |
11,774
-116
| -1% | -$9.51K | 0.02% | 211 |
|
|
2022
Q1 | $1.03M | Sell |
11,890
-1,300
| -10% | -$112K | 0.02% | 223 |
|
|
2021
Q4 | $956K | Sell |
13,190
-200
| -1% | -$14.5K | 0.02% | 227 |
|
|
2021
Q3 | $938K | Sell |
13,390
-1,300
| -9% | -$91.1K | 0.02% | 225 |
|
|
2021
Q2 | $1.26M | Sell |
14,690
-2,117
| -13% | -$182K | 0.02% | 203 |
|
|
2021
Q1 | $1.37M | Buy |
16,807
+1,739
| +12% | +$142K | 0.03% | 196 |
|
|
2020
Q4 | $1.05M | Sell |
15,068
-636
| -4% | -$44.5K | 0.02% | 211 |
|
|
2020
Q3 | $814K | Sell |
15,704
-1,830
| -10% | -$94.9K | 0.02% | 218 |
|
|
2020
Q2 | $1.26M | Sell |
17,534
-741
| -4% | -$53.2K | 0.03% | 174 |
|
|
2020
Q1 | $980K | Sell |
18,275
-4,953
| -21% | -$266K | 0.03% | 181 |
|
|
2019
Q4 | $2.59M | Buy |
23,228
+546
| +2% | +$60.8K | 0.07% | 136 |
|
|
2019
Q3 | $2.32M | Sell |
22,682
-671
| -3% | -$68.7K | 0.07% | 139 |
|
|
2019
Q2 | $2.19M | Buy |
23,353
+1,313
| +6% | +$123K | 0.07% | 143 |
|
|
2019
Q1 | $2.1M | Buy |
22,040
+846
| +4% | +$80.5K | 0.07% | 143 |
|
|
2018
Q4 | $1.83M | Sell |
21,194
-314
| -1% | -$27.1K | 0.07% | 137 |
|
|
2018
Q3 | $2.43M | Sell |
21,508
-125
| -0.6% | -$14.1K | 0.08% | 132 |
|
|
2018
Q2 | $2.43M | Sell |
21,633
-562
| -3% | -$63.1K | 0.08% | 123 |
|
|
2018
Q1 | $2.13M | Sell |
22,195
-50
| -0.2% | -$4.8K | 0.08% | 128 |
|
|
2017
Q4 | $2.25M | Hold |
22,245
| – | – | 0.08% | 128 |
|
|
2017
Q3 | $2.04M | Sell |
22,245
-350
| -2% | -$32.1K | 0.08% | 132 |
|
|
2017
Q2 | $1.87M | Sell |
22,595
-750
| -3% | -$62K | 0.07% | 141 |
|
|
2017
Q1 | $1.85M | Sell |
23,345
-1,804
| -7% | -$143K | 0.07% | 137 |
|
|
2016
Q4 | $2.17M | Sell |
25,149
-152
| -0.6% | -$13.1K | 0.09% | 128 |
|
|
2016
Q3 | $2.04M | Buy |
25,301
+213
| +0.8% | +$17.2K | 0.08% | 132 |
|
|
2016
Q2 | $1.99M | Sell |
25,088
-375
| -1% | -$29.7K | 0.09% | 130 |
|
|
2016
Q1 | $2.21M | Sell |
25,463
-772
| -3% | -$66.9K | 0.1% | 117 |
|
|
2015
Q4 | $2.15M | Buy |
26,235
+224
| +0.9% | +$18.3K | 0.1% | 127 |
|
|
2015
Q3 | $2M | Sell |
26,011
-486
| -2% | -$37.4K | 0.1% | 124 |
|
|
2015
Q2 | $2.13M | Sell |
26,497
-50
| -0.2% | -$4.02K | 0.1% | 131 |
|
|
2015
Q1 | $2.09M | Sell |
26,547
-1,616
| -6% | -$127K | 0.1% | 135 |
|
|
2014
Q4 | $2.02M | Sell |
28,163
-15,010
| -35% | -$1.08M | 0.1% | 124 |
|
|
2014
Q3 | $3.51M | Buy |
43,173
+14,136
| +49% | +$1.15M | 0.18% | 109 |
|
|
2014
Q2 | $2.33M | Buy |
29,037
+9,849
| +51% | +$791K | 0.12% | 130 |
|
|
2014
Q1 | $1.48M | Sell |
19,188
-6,052
| -24% | -$467K | 0.08% | 153 |
|
|
2013
Q4 | $1.95M | Buy |
25,240
+6,993
| +38% | +$540K | 0.11% | 139 |
|
|
2013
Q3 | $1.06M | Sell |
18,247
-429
| -2% | -$24.8K | 0.06% | 209 |
|
|
2013
Q2 | $1.1M | Buy |
+18,676
| New | +$1.1M | 0.06% | 202 |
|