Evergreen Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Sell |
4,483
-191
| -4% | -$22.8K | 0.02% | 527 |
|
|
2025
Q1 | $577K | Buy |
4,674
+443
| +10% | +$54.7K | 0.02% | 455 |
|
|
2024
Q4 | $482K | Sell |
4,231
-152
| -3% | -$17.3K | 0.02% | 523 |
|
|
2024
Q3 | $576K | Sell |
4,383
-113
| -3% | -$14.9K | 0.02% | 458 |
|
|
2024
Q2 | $635K | Buy |
4,496
+179
| +4% | +$25.3K | 0.02% | 409 |
|
|
2024
Q1 | $705K | Buy |
4,317
+23
| +0.5% | +$3.76K | 0.03% | 356 |
|
|
2023
Q4 | $572K | Sell |
4,294
-25
| -0.6% | -$3.33K | 0.02% | 390 |
|
|
2023
Q3 | $519K | Sell |
4,319
-180
| -4% | -$21.6K | 0.02% | 382 |
|
|
2023
Q2 | $429K | Buy |
4,499
+153
| +4% | +$14.6K | 0.02% | 433 |
|
|
2023
Q1 | $441K | Buy |
4,346
+12
| +0.3% | +$1.22K | 0.02% | 403 |
|
|
2022
Q4 | $451K | Buy |
4,334
+134
| +3% | +$13.9K | 0.02% | 387 |
|
|
2022
Q3 | $339K | Sell |
4,200
-57
| -1% | -$4.6K | 0.02% | 419 |
|
|
2022
Q2 | $349K | Sell |
4,257
-625
| -13% | -$51.2K | 0.02% | 386 |
|
|
2022
Q1 | $422K | Buy |
4,882
+281
| +6% | +$24.3K | 0.02% | 409 |
|
|
2021
Q4 | $333K | Buy |
4,601
+9
| +0.2% | +$651 | 0.01% | 453 |
|
|
2021
Q3 | $322K | Buy |
4,592
+1,316
| +40% | +$92.3K | 0.01% | 422 |
|
|
2021
Q2 | $281K | Buy |
3,276
+355
| +12% | +$30.5K | 0.01% | 436 |
|
|
2021
Q1 | $238K | Sell |
2,921
-370
| -11% | -$30.1K | 0.01% | 442 |
|
|
2020
Q4 | $230K | Sell |
3,291
-791
| -19% | -$55.3K | 0.01% | 390 |
|
|
2020
Q3 | $212K | Buy |
4,082
+59
| +1% | +$3.06K | 0.01% | 385 |
|
|
2020
Q2 | $289K | Buy |
+4,023
| New | +$289K | 0.02% | 310 |
|
|
2020
Q1 | – | Sell |
-4,950
| Closed | -$551K | – | 458 |
|
|
2019
Q4 | $551K | Buy |
4,950
+416
| +9% | +$46.3K | 0.05% | 234 |
|
|
2019
Q3 | $464K | Sell |
4,534
-230
| -5% | -$23.5K | 0.04% | 234 |
|
|
2019
Q2 | $446K | Sell |
4,764
-193
| -4% | -$18.1K | 0.04% | 240 |
|
|
2019
Q1 | $472K | Sell |
4,957
-140
| -3% | -$13.3K | 0.05% | 218 |
|
|
2018
Q4 | $439K | Buy |
5,097
+1,226
| +32% | +$106K | 0.05% | 219 |
|
|
2018
Q3 | $436K | Buy |
3,871
+794
| +26% | +$89.4K | 0.04% | 233 |
|
|
2018
Q2 | $346K | Sell |
3,077
-432
| -12% | -$48.6K | 0.03% | 240 |
|
|
2018
Q1 | $337K | Buy |
+3,509
| New | +$337K | 0.03% | 239 |
|