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Phillips 66 shares owned by Westwood Holdings

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

Historical chart of Westwood Holdings investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Westwood Holdings

Quarter filed Position value Share count Share price at filing
2023-09-30 $391k 3.3k 120.27
2023-06-30 $304k 3.2k 95.42
2023-03-31 $403k 4.0k 101.49
2022-12-31 $406k 3.9k 104.16
2022-09-30 $311k 3.9k 80.61
2022-06-30 $343k 4.2k 81.94
2022-03-31 $374k 4.3k 86.53
2021-12-31 $484k 6.7k 72.50
2021-09-30 $376k 5.4k 70.14
2021-06-30 $749k 8.7k 85.81
2021-03-31 $815k 10k 81.63
2020-12-31 $699k 10k 70.01
2020-09-30 $554k 11k 51.87
2020-06-30 $661k 9.2k 71.98
2020-03-31 $412k 7.7k 53.62
2019-12-31 $863k 7.7k 111.40
2019-09-30 $807k 7.9k 102.45
2019-06-30 $838k 9.0k 93.62
2019-03-31 $852k 9.0k 95.18
2018-12-31 $792k 9.2k 86.16
2018-09-30 $1.0M 9.3k 112.69
2018-06-30 $1.0M 9.3k 112.35
2018-03-31 $464k 5.1k 91.55
2017-12-31 $471k 4.7k 101.25
2017-09-30 $400k 4.4k 91.55
2017-06-30 $361k 4.4k 82.63
2017-03-31 $346k 4.4k 79.19
2016-12-31 $378k 4.4k 86.52
2016-09-30 $354k 4.4k 80.56
2016-06-30 $403k 5.1k 79.25
2016-03-31 $492k 5.7k 86.53