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Sandy Spring Bank’s Phillips 66 PSX Stock Holding History

Sandy Spring Bank’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$766K Sell
6,202
-7
-0.1% -$863 0.03% 250
2024
Q4 		$707K Sell
6,209
-183
-3% -$23.3K 0.03% 257
2024
Q3 		$840K Buy
6,392
+445
+7% +$60.1K 0.03% 245
2024
Q2 		$840K Buy
5,947
+49
+0.8% +$7.25K 0.04% 245
2024
Q1 		$963K Sell
5,898
-238
-4% -$34.3K 0.04% 222
2023
Q4 		$817K Sell
6,136
-74
-1% -$8.85K 0.04% 239
2023
Q3 		$746K Sell
6,210
-408
-6% -$45.8K 0.04% 232
2023
Q2 		$631K Sell
6,618
-313
-5% -$30.4K 0.03% 249
2023
Q1 		$703K Sell
6,931
-74
-1% -$7.52K 0.04% 233
2022
Q4 		$729K Buy
7,005
+485
+7% +$49.6K 0.04% 227
2022
Q3 		$527K Sell
6,520
-28
-0.4% -$2.39K 0.03% 242
2022
Q2 		$537K Sell
6,548
-34
-0.5% -$3.15K 0.03% 240
2022
Q1 		$569K Buy
6,582
+123
+2% +$10.3K 0.03% 247
2021
Q4 		$467K Sell
6,459
-200
-3% -$15.1K 0.02% 263
2021
Q3 		$466K Sell
6,659
-596
-8% -$43.1K 0.02% 264
2021
Q2 		$622K Sell
7,255
-68
-0.9% -$5.74K 0.03% 240
2021
Q1 		$598K Sell
7,323
-237
-3% -$18.6K 0.03% 237
2020
Q4 		$529K Sell
7,560
-2,442
-24% -$143K 0.03% 241
2020
Q3 		$518K Buy
10,002
+27
+0.3% +$1.65K 0.04% 225
2020
Q2 		$717K Buy
9,975
+732
+8% +$51.8K 0.05% 203
2020
Q1 		$496K Sell
9,243
-2,263
-20% -$184K 0.04% 215
2019
Q4 		$1.28M Sell
11,506
-71
-0.6% -$7.98K 0.09% 175
2019
Q3 		$1.19M Buy
11,577
+533
+5% +$53.4K 0.09% 179
2019
Q2 		$1.03M Sell
11,044
-165
-1% -$14.8K 0.08% 185
2019
Q1 		$1.07M Sell
11,209
-97
-0.9% -$9.22K 0.09% 177
2018
Q4 		$974K Buy
11,306
+206
+2% +$20.1K 0.09% 174
2018
Q3 		$1.25M Sell
11,100
-703
-6% -$81.3K 0.1% 172
2018
Q2 		$1.33M Sell
11,803
-340
-3% -$38.2K 0.12% 165
2018
Q1 		$1.16M Buy
12,143
+2,179
+22% +$212K 0.1% 185
2017
Q4 		$1.01M Sell
9,964
-110
-1% -$10.5K 0.09% 181
2017
Q3 		$923K Sell
10,074
-53
-0.5% -$4.49K 0.09% 187
2017
Q2 		$837K Buy
10,127
+260
+3% +$20.4K 0.08% 193
2017
Q1 		$782K Sell
9,867
-122
-1% -$9.83K 0.08% 200
2016
Q4 		$863K Sell
9,989
-100
-1% -$8.31K 0.09% 195
2016
Q3 		$813K Sell
10,089
-92
-0.9% -$7.15K 0.09% 195
2016
Q2 		$821K Sell
10,181
-260
-2% -$21.2K 0.09% 188
2016
Q1 		$904K Sell
10,441
-55
-0.5% -$4.47K 0.1% 181
2015
Q4 		$858K Sell
10,496
-195
-2% -$16.8K 0.1% 185
2015
Q3 		$822K Sell
10,691
-416
-4% -$33.1K 0.1% 183
2015
Q2 		$895K Buy
11,107
+275
+3% +$21.9K 0.1% 176
2015
Q1 		$852K Buy
10,832
+438
+4% +$32.1K 0.1% 175
2014
Q4 		$745K Sell
10,394
-382
-4% -$28.2K 0.09% 182
2014
Q3 		$876K Sell
10,776
-476
-4% -$39.6K 0.11% 175
2014
Q2 		$905K Sell
11,252
-1,125
-9% -$92.7K 0.11% 174
2014
Q1 		$954K Sell
12,377
-362
-3% -$27.6K 0.15% 161
2013
Q4 		$983K Sell
12,739
-2,214
-15% -$148K 0.14% 151
2013
Q3 		$865K Sell
14,953
-352
-2% -$20.4K 0.13% 151
2013
Q2 		$902K Buy
+15,305
New +$962K 0.14% 150

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sandy Spring Bank's PSX Position: Q1 2025 in Review

Sandy Spring Bank reduced its Phillips 66 (PSX) stake by 0.11% in Q1 2025, selling an estimated $863 and leaving 6,202 shares worth $766K. The position accounts for 0.03% of the portfolio, ranked #250.

Sandy Spring Bank first reported a position in PSX in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.33M in Q2 2018. 1,792 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • Sandy Spring Bank held 6,202 shares of Phillips 66 worth $766K as of Q1 2025.
  • Sandy Spring Bank sold 7 Phillips 66 shares in Q1 2025, an estimated $863.
  • Phillips 66 made up 0.03% of Sandy Spring Bank's portfolio in Q1 2025, its #250 holding.
  • Sandy Spring Bank first reported a position in Phillips 66 in Q2 2013 and has held it in 48 quarters since.
  • Sandy Spring Bank's Phillips 66 position peaked at $1.33M in Q2 2018.
  • 1,792 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.