Phillips 66 shares owned by Cooper Financial Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Cooper Financial Group
from 13F filings
Historical chart of Cooper Financial Group investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Cooper Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Cooper Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239k | 1.8k | 135.99 |
| 2025-06-30 | $227k | 1.9k | 119.33 |
| 2025-03-31 | $207k | 1.7k | 123.47 |
| 2024-06-30 | $334k | 2.4k | 141.18 |
| 2024-03-31 | $285k | 1.7k | 163.36 |
| 2023-12-31 | $211k | 1.6k | 133.16 |
| 2022-12-31 | $240k | 2.3k | 104.10 |