Savant Capital’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 | $4.14M | Buy |
34,696
+14,251
| +70% | +$1.7M | 0.03% | 344 |
|
|
2025
Q1 | $2.52M | Buy |
20,445
+6,293
| +44% | +$777K | 0.02% | 451 |
|
|
2024
Q4 | $1.61M | Buy |
14,152
+980
| +7% | +$112K | 0.01% | 499 |
|
|
2024
Q3 | $1.73M | Buy |
13,172
+1,262
| +11% | +$166K | 0.01% | 472 |
|
|
2024
Q2 | $1.68M | Buy |
11,910
+255
| +2% | +$36K | 0.02% | 430 |
|
|
2024
Q1 | $1.9M | Sell |
11,655
-18
| -0.2% | -$2.94K | 0.02% | 364 |
|
|
2023
Q4 | $1.55M | Buy |
11,673
+1,296
| +12% | +$173K | 0.02% | 334 |
|
|
2023
Q3 | $1.25M | Buy |
10,377
+223
| +2% | +$26.8K | 0.02% | 346 |
|
|
2023
Q2 | $969K | Buy |
10,154
+1,038
| +11% | +$99K | 0.02% | 390 |
|
|
2023
Q1 | $924K | Buy |
9,116
+2,491
| +38% | +$253K | 0.02% | 340 |
|
|
2022
Q4 | $675K | Buy |
6,625
+213
| +3% | +$21.7K | 0.02% | 323 |
|
|
2022
Q3 | $518K | Sell |
6,412
-62
| -1% | -$5.01K | 0.02% | 337 |
|
|
2022
Q2 | $531K | Buy |
6,474
+676
| +12% | +$55.4K | 0.02% | 333 |
|
|
2022
Q1 | $501K | Buy |
5,798
+67
| +1% | +$5.79K | 0.02% | 354 |
|
|
2021
Q4 | $416K | Buy |
5,731
+327
| +6% | +$23.7K | 0.01% | 395 |
|
|
2021
Q3 | $378K | Sell |
5,404
-246
| -4% | -$17.2K | 0.01% | 372 |
|
|
2021
Q2 | $485K | Buy |
5,650
+742
| +15% | +$63.7K | 0.02% | 312 |
|
|
2021
Q1 | $400K | Buy |
4,908
+81
| +2% | +$6.6K | 0.02% | 317 |
|
|
2020
Q4 | $338K | Sell |
4,827
-435
| -8% | -$30.5K | 0.02% | 331 |
|
|
2020
Q3 | $273K | Sell |
5,262
-343
| -6% | -$17.8K | 0.02% | 342 |
|
|
2020
Q2 | $403K | Sell |
5,605
-446
| -7% | -$32.1K | 0.03% | 276 |
|
|
2020
Q1 | $325K | Sell |
6,051
-1,159
| -16% | -$62.3K | 0.03% | 279 |
|
|
2019
Q4 | $803K | Buy |
7,210
+419
| +6% | +$46.7K | 0.1% | 156 |
|
|
2019
Q3 | $695K | Buy |
6,791
+464
| +7% | +$47.5K | 0.1% | 155 |
|
|
2019
Q2 | $592K | Sell |
6,327
-425
| -6% | -$39.8K | 0.08% | 171 |
|
|
2019
Q1 | $643K | Buy |
6,752
+566
| +9% | +$53.9K | 0.12% | 131 |
|
|
2018
Q4 | $533K | Sell |
6,186
-160
| -3% | -$13.8K | 0.11% | 138 |
|
|
2018
Q3 | $715K | Buy |
6,346
+45
| +0.7% | +$5.07K | 0.13% | 124 |
|
|
2018
Q2 | $708K | Buy |
6,301
+20
| +0.3% | +$2.25K | 0.15% | 113 |
|
|
2018
Q1 | $602K | Sell |
6,281
-184
| -3% | -$17.6K | 0.13% | 129 |
|
|
2017
Q4 | $654K | Buy |
6,465
+194
| +3% | +$19.6K | 0.14% | 118 |
|
|
2017
Q3 | $574K | Sell |
6,271
-20
| -0.3% | -$1.83K | 0.13% | 124 |
|
|
2017
Q2 | $520K | Sell |
6,291
-307
| -5% | -$25.4K | 0.12% | 131 |
|
|
2017
Q1 | $523K | Buy |
6,598
+240
| +4% | +$19K | 0.13% | 126 |
|
|
2016
Q4 | $549K | Sell |
6,358
-30
| -0.5% | -$2.59K | 0.15% | 115 |
|
|
2016
Q3 | $515K | Sell |
6,388
-120
| -2% | -$9.67K | 0.14% | 115 |
|
|
2016
Q2 | $516K | Buy |
6,508
+413
| +7% | +$32.7K | 0.15% | 115 |
|
|
2016
Q1 | $528K | Buy |
6,095
+140
| +2% | +$12.1K | 0.16% | 107 |
|
|
2015
Q4 | $487K | Buy |
5,955
+37
| +0.6% | +$3.03K | 0.15% | 107 |
|
|
2015
Q3 | $455K | Buy |
5,918
+522
| +10% | +$40.1K | 0.16% | 106 |
|
|
2015
Q2 | $435K | Buy |
5,396
+401
| +8% | +$32.3K | 0.15% | 118 |
|
|
2015
Q1 | $393K | Buy |
4,995
+25
| +0.5% | +$1.97K | 0.14% | 124 |
|
|
2014
Q4 | $356K | Sell |
4,970
-379
| -7% | -$27.1K | 0.13% | 132 |
|
|
2014
Q3 | $435K | Sell |
5,349
-96
| -2% | -$7.81K | 0.19% | 93 |
|
|
2014
Q2 | $438K | Sell |
5,445
-3
| -0.1% | -$241 | 0.19% | 93 |
|
|
2014
Q1 | $420K | Buy |
5,448
+699
| +15% | +$53.9K | 0.19% | 93 |
|
|
2013
Q4 | $366K | Sell |
4,749
-85
| -2% | -$6.55K | 0.18% | 98 |
|
|
2013
Q3 | $280K | Buy |
4,834
+510
| +12% | +$29.5K | 0.15% | 107 |
|
|
2013
Q2 | $255K | Buy |
+4,324
| New | +$255K | 0.15% | 110 |
|