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Phillips 66 shares owned by Cercano Management

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

Historical chart of Cercano Management investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Cercano Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.0M 16k 123.48
2024-12-31 $4.4M 39k 113.93
2023-09-30 $2.2M 19k 120.15
2023-06-30 $1.8M 19k 95.38