Phillips 66 shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 28k | 136.02 |
| 2025-06-30 | $506k | 4.2k | 119.30 |
| 2025-03-31 | $601k | 4.9k | 123.48 |
| 2024-12-31 | $1.4M | 12k | 113.93 |
| 2024-09-30 | $1.3M | 9.8k | 131.45 |
| 2024-06-30 | $2.2M | 16k | 141.17 |
| 2024-03-31 | $3.6M | 22k | 163.34 |
| 2023-12-31 | $1.5M | 11k | 133.14 |
| 2023-09-30 | $1.3M | 11k | 120.15 |
| 2023-06-30 | $909k | 9.5k | 95.38 |
| 2023-03-31 | $954k | 9.4k | 101.38 |
| 2022-12-31 | $1.1M | 11k | 104.05 |
| 2022-09-30 | $980k | 12k | 80.73 |
| 2022-06-30 | $892k | 11k | 82.01 |
| 2022-03-31 | $1.2M | 13k | 86.38 |
| 2021-12-31 | $618k | 8.5k | 72.45 |
| 2021-06-30 | $321k | 3.7k | 85.92 |
| 2020-09-30 | $204k | 3.9k | 51.90 |
| 2020-06-30 | $261k | 3.6k | 71.82 |
| 2019-12-31 | $539k | 4.8k | 111.48 |
| 2018-09-30 | $226k | 2.0k | 112.55 |
| 2018-06-30 | $226k | 2.0k | 112.55 |
| 2017-12-31 | $226k | 2.2k | 101.35 |