Phillips 66 shares owned by Caldwell Trust
Historical chart of Caldwell Trust investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.4M | 19k | 182.18 |
| 2025-12-31 | $2.2M | 17k | 129.04 |
| 2025-09-30 | $2.1M | 16k | 136.02 |
| 2021-12-31 | $646k | 8.9k | 72.46 |
| 2021-09-30 | $630k | 9.0k | 70.03 |
| 2021-06-30 | $772k | 9.0k | 85.82 |
| 2021-03-31 | $735k | 9.0k | 81.54 |
| 2020-12-31 | $621k | 8.9k | 69.94 |
| 2020-09-30 | $513k | 9.9k | 51.84 |
| 2020-06-30 | $826k | 12k | 71.90 |
| 2020-03-31 | $624k | 12k | 53.65 |
| 2019-12-31 | $1.2M | 11k | 111.41 |