Evergreen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $674K | Buy |
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|
2025
Q2 | $535K | Sell |
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|
2025
Q1 | $577K | Buy |
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|
2024
Q4 | $482K | Sell |
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|
2024
Q3 | $576K | Sell |
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|
2024
Q2 | $635K | Buy |
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|
2024
Q1 | $705K | Buy |
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|
2023
Q4 | $572K | Sell |
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|
2023
Q3 | $519K | Sell |
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|
2023
Q2 | $429K | Buy |
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|
2023
Q1 | $441K | Buy |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | $322K | Buy |
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|
2021
Q2 | $281K | Buy |
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|
2021
Q1 | $238K | Sell |
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|
2020
Q4 | $230K | Sell |
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|
2020
Q3 | $212K | Buy |
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|
2020
Q2 | $289K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $551K | Buy |
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|
2019
Q3 | $464K | Sell |
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|
2019
Q2 | $446K | Sell |
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|
2019
Q1 | $472K | Sell |
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|
2018
Q4 | $439K | Buy |
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|
2018
Q3 | $436K | Buy |
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|
2018
Q2 | $346K | Sell |
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|
2018
Q1 | $337K | Buy |
|