Everence Capital Management’s Phillips 66 PSX Stock Holding History

Everence Capital Management’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.04M	Sell	25,460 -4,590	-15%	-$548K	0.2%	94
2025 Q1	$3.71M	Buy	30,050 +3,430	+13%	+$424K	0.25%	76
2024 Q4	$3.03M	Buy	+26,620	New	+$3.03M	0.2%	87
2020 Q3	–	Sell	-24,749	Closed	-$1.94M	–	731
2020 Q2	$1.94M	Buy	24,749 +5,820	+31%	+$456K	0.23%	77
2020 Q1	$1.02M	Buy	18,929 +6,930	+58%	+$372K	0.14%	126
2019 Q4	$1.34M	Sell	11,999 -4,940	-29%	-$550K	0.2%	108
2019 Q3	$1.74M	Hold	16,939	–	–	0.28%	81
2019 Q2	$1.58M	Sell	16,939 -1,970	-10%	-$184K	0.26%	87
2019 Q1	$1.8M	Sell	18,909 -571	-3%	-$54.4K	0.31%	74
2018 Q4	$1.68M	Buy	19,480 +6,670	+52%	+$575K	0.39%	68
2018 Q3	$1.44M	Sell	12,810 -1,390	-10%	-$157K	0.29%	87
2018 Q2	$1.6M	Hold	14,200	–	–	0.34%	71
2018 Q1	$1.36M	Buy	14,200 +2,930	+26%	+$281K	0.3%	76
2017 Q4	$1.14M	Sell	11,270 -8,810	-44%	-$891K	0.25%	107
2017 Q3	$1.84M	Hold	20,080	–	–	0.42%	62
2017 Q2	$1.66M	Buy	20,080 +8,640	+76%	+$714K	0.41%	66
2017 Q1	$906K	Buy	11,440 +8,930	+356%	+$707K	0.24%	118
2016 Q4	$217K	Sell	2,510 -11,054	-81%	-$956K	0.06%	308
2016 Q3	$1.09M	Sell	13,564 -9,780	-42%	-$788K	0.32%	82
2016 Q2	$1.85M	Buy	23,344 +2,320	+11%	+$184K	0.57%	46
2016 Q1	$1.82M	Buy	21,024 +6,640	+46%	+$575K	0.57%	46
2015 Q4	$1.18M	Sell	14,384 -3,020	-17%	-$247K	0.38%	71
2015 Q3	$1.34M	Hold	17,404	–	–	0.46%	57
2015 Q2	$1.4M	Buy	17,404 +1,760	+11%	+$142K	0.45%	59
2015 Q1	$1.23M	Hold	15,644	–	–	0.41%	68
2014 Q4	$1.12M	Buy	15,644 +965	+7%	+$69.2K	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%	+$154K	0.46%	65
2013 Q3	$733K	Buy	12,678 +1,771	+16%	+$102K	0.31%	99
2013 Q2	$643K	Buy	+10,907	New	+$643K	0.29%	103