Phillips 66 shares owned by Fernwood Investment Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Fernwood Investment Management
from 13F filings
Historical chart of Fernwood Investment Management investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Fernwood Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Phillips 66 by Fernwood Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $1.9M | 17k | 113.93 |
2024-09-30 | $2.2M | 17k | 131.45 |
2024-06-30 | $2.4M | 17k | 141.17 |
2024-03-31 | $2.8M | 17k | 163.34 |
2023-12-31 | $2.3M | 17k | 133.14 |
2023-09-30 | $2.1M | 18k | 120.15 |
2023-06-30 | $1.7M | 18k | 95.38 |
2023-03-31 | $1.8M | 18k | 101.38 |
2022-12-31 | $1.8M | 18k | 104.08 |
2022-09-30 | $1.4M | 18k | 80.71 |
2022-06-30 | $1.5M | 18k | 81.99 |
2022-03-31 | $1.5M | 18k | 86.39 |
2021-12-31 | $1.4M | 19k | 72.47 |
2021-09-30 | $1.3M | 19k | 70.02 |
2021-06-30 | $1.6M | 19k | 85.84 |
2021-03-31 | $1.5M | 19k | 81.57 |
2020-12-31 | $1.3M | 19k | 69.97 |
2020-09-30 | $944k | 18k | 51.84 |
2020-06-30 | $1.4M | 19k | 71.88 |
2020-03-31 | $1000k | 19k | 53.67 |
2019-12-31 | $2.1M | 19k | 111.41 |
2019-09-30 | $1.9M | 19k | 102.42 |
2019-06-30 | $1.7M | 19k | 93.55 |
2019-03-31 | $1.8M | 19k | 95.18 |
2018-12-31 | $1.6M | 19k | 86.12 |
2018-09-30 | $2.1M | 18k | 112.74 |
2018-06-30 | $2.1M | 19k | 112.31 |
2018-03-31 | $1.9M | 20k | 95.94 |
2017-12-31 | $2.0M | 20k | 101.14 |
2017-09-30 | $1.9M | 21k | 91.60 |
2017-06-30 | $1.7M | 20k | 82.67 |
2017-03-31 | $1.6M | 20k | 79.21 |
2016-12-31 | $1.7M | 19k | 86.40 |
2016-09-30 | $1.5M | 19k | 80.54 |
2016-06-30 | $1.4M | 18k | 79.36 |
2016-03-31 | $1.5M | 18k | 86.61 |
2015-12-31 | $1.8M | 22k | 81.80 |
2015-09-30 | $1.7M | 22k | 76.82 |
2015-06-30 | $1.7M | 22k | 80.57 |
2015-03-31 | $1.7M | 21k | 78.60 |
2014-12-31 | $1.5M | 21k | 71.70 |
2014-09-30 | $1.7M | 21k | 81.29 |
2014-06-30 | $1.7M | 22k | 80.42 |
2014-03-31 | $1.7M | 22k | 77.06 |
2013-12-31 | $2.3M | 30k | 77.13 |
More positions owned by Fernwood Investment Management
View all positions for Fernwood Investment Management