Phillips 66 shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $263k | 1.4k | 182.18 |
| 2024-06-30 | $211k | 1.5k | 141.17 |
| 2024-03-31 | $294k | 1.8k | 163.34 |
| 2023-12-31 | $241k | 1.8k | 133.14 |
| 2023-09-30 | $271k | 2.3k | 120.15 |
| 2023-06-30 | $220k | 2.3k | 95.38 |
| 2023-03-31 | $229k | 2.3k | 101.38 |
| 2022-12-31 | $235k | 2.3k | 104.08 |
| 2022-03-31 | $235k | 2.7k | 86.24 |
| 2019-03-31 | $246k | 2.6k | 94.98 |
| 2018-12-31 | $223k | 2.6k | 86.10 |
| 2018-09-30 | $290k | 2.6k | 112.71 |
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