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Phillips 66 shares owned by Carlson Capital

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

Historical chart of Carlson Capital investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Carlson Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $952k 7.0k 136.02
2025-06-30 $835k 7.0k 119.30
2020-06-30 $7.2M 100k 71.90
2020-03-31 $2.5M 47k 53.66
2018-12-31 $7.1M 82k 86.15