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Phillips 66 shares owned by Calton & Associates

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

Historical chart of Calton & Associates investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $279k 2.1k 136.00
2019-12-31 $540k 4.8k 111.46
2019-09-30 $305k 3.0k 102.35
2019-06-30 $216k 2.3k 93.39
2019-03-31 $307k 3.2k 95.08
2018-09-30 $219k 1.9k 112.77
2018-06-30 $207k 1.7k 123.14
2018-03-31 $387k 4.0k 95.89
2017-12-31 $422k 4.0k 106.81