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Phillips 66 shares owned by Fundamentun

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Fundamentun from 13F filings

Historical chart of Fundamentun investment in Phillips 66

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All positions including Phillips 66 held by Fundamentun consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Fundamentun

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 23k 163.34
2023-12-31 $3.5M 26k 133.14
2023-09-30 $3.3M 28k 120.15
2023-06-30 $2.5M 27k 95.38
2023-03-31 $2.6M 26k 101.38
2022-12-31 $2.8M 27k 104.08
2022-09-30 $2.3M 29k 80.71
2022-06-30 $2.4M 30k 82.01
2022-03-31 $2.6M 30k 86.40
2021-12-31 $2.1M 30k 72.47
2021-09-30 $1.9M 27k 70.03
2021-06-30 $1.9M 22k 85.81
2021-03-31 $1.7M 21k 81.56
2020-12-31 $1.6M 24k 69.93
2020-09-30 $1.1M 21k 51.85
2020-06-30 $757k 11k 71.87
2020-03-31 $530k 9.9k 53.64