Phillips 66 shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 13k | 131.45 |
| 2024-06-30 | $1.9M | 13k | 141.17 |
| 2024-03-31 | $2.2M | 13k | 163.34 |
| 2023-09-30 | $1.6M | 13k | 120.15 |
| 2023-06-30 | $1.3M | 13k | 95.38 |
| 2023-03-31 | $1.2M | 12k | 101.38 |
| 2022-12-31 | $1.2M | 12k | 104.08 |
| 2022-09-30 | $952k | 12k | 80.86 |
| 2022-06-30 | $966k | 12k | 82.00 |
| 2022-03-31 | $1.0M | 12k | 86.29 |
| 2021-12-31 | $957k | 13k | 72.57 |
| 2021-09-30 | $937k | 13k | 70.00 |
| 2021-06-30 | $1.3M | 15k | 85.71 |
| 2021-03-31 | $1.4M | 17k | 81.43 |
| 2020-12-31 | $1.1M | 15k | 70.00 |
| 2020-09-30 | $812k | 16k | 51.73 |
| 2020-06-30 | $1.3M | 18k | 71.85 |
| 2020-03-31 | $980k | 18k | 53.61 |
| 2019-12-31 | $2.6M | 23k | 111.38 |
| 2019-09-30 | $2.3M | 23k | 102.45 |
| 2019-06-30 | $2.2M | 23k | 93.55 |
| 2019-03-31 | $2.1M | 22k | 95.22 |
| 2018-12-31 | $1.8M | 21k | 86.20 |
| 2018-09-30 | $2.4M | 22k | 112.76 |
| 2018-06-30 | $2.4M | 22k | 112.29 |
| 2018-03-31 | $2.1M | 22k | 95.86 |
| 2017-12-31 | $2.3M | 22k | 101.15 |
| 2017-09-30 | $2.0M | 22k | 91.61 |
| 2017-06-30 | $1.9M | 23k | 82.74 |
| 2017-03-31 | $1.8M | 23k | 79.22 |
| 2016-12-31 | $2.2M | 25k | 86.47 |
| 2016-09-30 | $2.0M | 25k | 80.62 |
| 2016-06-30 | $2.0M | 25k | 79.33 |
| 2016-03-31 | $2.2M | 26k | 86.67 |
| 2015-12-31 | $2.1M | 26k | 81.79 |
| 2015-09-30 | $2.0M | 26k | 77.05 |
| 2015-06-30 | $2.1M | 27k | 80.45 |
| 2015-03-31 | $2.1M | 27k | 78.90 |
| 2014-12-31 | $2.0M | 28k | 72.04 |
| 2014-09-30 | $3.5M | 43k | 81.35 |
| 2014-06-30 | $2.3M | 29k | 80.51 |
| 2014-03-31 | $1.5M | 19k | 77.13 |
| 2013-12-31 | $1.9M | 25k | 77.19 |
| 2013-09-30 | $1.1M | 18k | 57.68 |
| 2013-06-30 | $1.1M | 19k | 58.88 |
| 2013-03-31 | $1.3M | 19k | 70.00 |
| 2012-09-30 | $1.0M | 22k | 47.13 |
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