Everence Capital Management’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
Q2 | $4.23M | Hold |
25,043
| – | – | 0.22% | 79 |
|
|
2026
Q1 | $4.56M | Sell |
25,043
-3,537
| -12% | -$554K | 0.28% | 59 |
|
|
2025
Q4 | $3.69M | Sell |
28,580
-2,748
| -9% | -$370K | 0.22% | 82 |
|
|
2025
Q3 | $4.26M | Buy |
31,328
+5,868
| +23% | +$752K | 0.26% | 65 |
|
|
2025
Q2 | $3.04M | Sell |
25,460
-4,590
| -15% | -$514K | 0.2% | 94 |
|
|
2025
Q1 | $3.71M | Buy |
30,050
+3,430
| +13% | +$423K | 0.25% | 76 |
|
|
2024
Q4 | $3.03M | Buy |
+26,620
| New | +$3.39M | 0.2% | 87 |
|
|
2020
Q3 | – | Sell |
-24,749
| Closed | -$1.94M | – | 731 |
|
|
2020
Q2 | $1.94M | Buy |
24,749
+5,820
| +31% | +$412K | 0.23% | 77 |
|
|
2020
Q1 | $1.02M | Buy |
18,929
+6,930
| +58% | +$564K | 0.14% | 126 |
|
|
2019
Q4 | $1.34M | Sell |
11,999
-4,940
| -29% | -$555K | 0.2% | 108 |
|
|
2019
Q3 | $1.74M | Hold |
16,939
| – | – | 0.28% | 81 |
|
|
2019
Q2 | $1.58M | Sell |
16,939
-1,970
| -10% | -$177K | 0.26% | 87 |
|
|
2019
Q1 | $1.8M | Sell |
18,909
-571
| -3% | -$54.3K | 0.31% | 74 |
|
|
2018
Q4 | $1.68M | Buy |
19,480
+6,670
| +52% | +$652K | 0.39% | 68 |
|
|
2018
Q3 | $1.44M | Sell |
12,810
-1,390
| -10% | -$161K | 0.29% | 87 |
|
|
2018
Q2 | $1.59M | Hold |
14,200
| – | – | 0.34% | 71 |
|
|
2018
Q1 | $1.36M | Buy |
14,200
+2,930
| +26% | +$285K | 0.3% | 76 |
|
|
2017
Q4 | $1.14M | Sell |
11,270
-8,810
| -44% | -$838K | 0.25% | 107 |
|
|
2017
Q3 | $1.84M | Hold |
20,080
| – | – | 0.42% | 62 |
|
|
2017
Q2 | $1.66M | Buy |
20,080
+8,640
| +76% | +$678K | 0.41% | 66 |
|
|
2017
Q1 | $906K | Buy |
11,440
+8,930
| +356% | +$719K | 0.24% | 118 |
|
|
2016
Q4 | $217K | Sell |
2,510
-11,054
| -81% | -$919K | 0.06% | 308 |
|
|
2016
Q3 | $1.09M | Sell |
13,564
-9,780
| -42% | -$760K | 0.32% | 82 |
|
|
2016
Q2 | $1.85M | Buy |
23,344
+2,320
| +11% | +$189K | 0.57% | 46 |
|
|
2016
Q1 | $1.82M | Buy |
21,024
+6,640
| +46% | +$540K | 0.57% | 46 |
|
|
2015
Q4 | $1.18M | Sell |
14,384
-3,020
| -17% | -$261K | 0.38% | 71 |
|
|
2015
Q3 | $1.34M | Hold |
17,404
| – | – | 0.46% | 57 |
|
|
2015
Q2 | $1.4M | Buy |
17,404
+1,760
| +11% | +$140K | 0.45% | 59 |
|
|
2015
Q1 | $1.23M | Hold |
15,644
| – | – | 0.41% | 68 |
|
|
2014
Q4 | $1.12M | Buy |
15,644
+965
| +7% | +$71.2K | 0.38% | 75 |
|
|
2014
Q3 | $1.28M | Hold |
14,679
| – | – | 0.47% | 58 |
|
|
2014
Q2 | $1.18M | Hold |
14,679
| – | – | 0.44% | 66 |
|
|
2014
Q1 | $1.13M | Hold |
14,679
| – | – | 0.45% | 62 |
|
|
2013
Q4 | $1.13M | Buy |
14,679
+2,001
| +16% | +$133K | 0.46% | 65 |
|
|
2013
Q3 | $733K | Buy |
12,678
+1,771
| +16% | +$103K | 0.31% | 99 |
|
|
2013
Q2 | $643K | Buy |
+10,907
| New | +$685K | 0.29% | 103 |
|
Other funds holding PSX
EIM
Everence Capital Management's PSX Position: Q2 2026 in Review
Everence Capital Management held its Phillips 66 (PSX) position steady in Q2 2026 at 25,043 shares worth $4.23M. The position accounts for 0.22% of the portfolio, ranked #79.
Everence Capital Management first reported a position in PSX in Q2 2013 and has held it in 36 quarters since. The position peaked at $4.56M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Everence Capital Management held 25,043 shares of Phillips 66 worth $4.23M as of Q2 2026.
- Everence Capital Management left its Phillips 66 share count unchanged in Q2 2026.
- Phillips 66 made up 0.22% of Everence Capital Management's portfolio in Q2 2026, its #79 holding.
- Everence Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 36 quarters since.
- Everence Capital Management's Phillips 66 position peaked at $4.56M in Q1 2026.
- 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.