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
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Quarterly reported holdings in Phillips 66 by Fernwood Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
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