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
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Diversified Trust Company consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Phillips 66 by Diversified Trust Company
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |