Phillips 66 shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7M | 13k | 133.09 |
| 2023-09-30 | $1.5M | 13k | 120.15 |
| 2023-06-30 | $1.2M | 13k | 95.39 |
| 2023-03-31 | $1.3M | 13k | 101.38 |
| 2022-12-31 | $1.3M | 13k | 104.08 |
| 2022-09-30 | $977k | 12k | 80.81 |
| 2022-06-30 | $894k | 11k | 81.98 |
| 2022-03-31 | $1.1M | 12k | 86.37 |
| 2021-12-31 | $769k | 11k | 72.51 |
| 2021-09-30 | $663k | 9.5k | 70.01 |
| 2021-06-30 | $807k | 9.4k | 85.81 |
| 2021-03-31 | $741k | 9.1k | 81.80 |
| 2020-12-31 | $636k | 9.1k | 69.96 |
| 2020-09-30 | $489k | 9.4k | 51.88 |
| 2020-06-30 | $722k | 10k | 72.26 |
| 2020-03-31 | $556k | 10k | 54.05 |
| 2019-12-31 | $1.3M | 12k | 111.27 |
| 2019-09-30 | $1.2M | 12k | 102.68 |
| 2019-06-30 | $1.0M | 11k | 93.35 |
| 2019-03-31 | $1.1M | 12k | 95.68 |
| 2018-12-31 | $1.0M | 12k | 86.35 |
| 2018-09-30 | $1.3M | 12k | 113.19 |
| 2018-06-30 | $1.3M | 12k | 112.30 |
| 2018-03-31 | $1.1M | 11k | 95.94 |
| 2017-12-31 | $1.1M | 11k | 101.52 |
| 2017-09-30 | $1.0M | 11k | 91.20 |
| 2017-06-30 | $930k | 11k | 82.71 |
| 2017-03-31 | $916k | 12k | 79.53 |
| 2016-12-31 | $938k | 11k | 85.90 |
| 2016-09-30 | $877k | 11k | 80.57 |
| 2016-06-30 | $840k | 11k | 79.53 |
| 2016-03-31 | $942k | 11k | 86.96 |
| 2015-12-31 | $956k | 12k | 81.65 |
| 2015-09-30 | $891k | 12k | 76.35 |
| 2015-06-30 | $852k | 11k | 80.59 |
| 2015-03-31 | $800k | 10k | 78.47 |
| 2014-12-31 | $662k | 9.2k | 72.11 |
| 2014-09-30 | $788k | 9.7k | 81.65 |
| 2014-06-30 | $699k | 8.7k | 80.59 |
| 2014-03-31 | $709k | 9.2k | 77.41 |
| 2013-12-31 | $765k | 9.9k | 77.41 |
| 2013-09-30 | $580k | 10k | 57.83 |
| 2013-06-30 | $589k | 9.9k | 59.38 |
| 2013-03-31 | $708k | 10k | 69.93 |
| 2012-12-31 | $521k | 9.8k | 52.89 |
| 2012-09-30 | $399k | 8.6k | 46.33 |
| 2012-06-30 | $282k | 8.5k | 33.06 |