Phillips 66 shares owned by Fulcrum Equity Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Fulcrum Equity Management
from 13F filings
Historical chart of Fulcrum Equity Management investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Fulcrum Equity Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Phillips 66 by Fulcrum Equity Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $522k | 4.0k | 131.44 |
2024-06-30 | $573k | 4.1k | 141.18 |
2024-03-31 | $652k | 4.0k | 163.34 |
2023-12-31 | $539k | 4.1k | 133.14 |
2023-09-30 | $521k | 4.3k | 120.16 |
2023-06-30 | $388k | 4.1k | 95.39 |
2023-03-31 | $350k | 3.4k | 101.39 |
2022-12-31 | $299k | 2.9k | 104.08 |
2022-09-30 | $209k | 2.6k | 80.79 |
2019-09-30 | $2.0k | 22 | 90.91 |
2019-03-31 | $478k | 5.0k | 95.24 |
2018-12-31 | $425k | 4.9k | 86.07 |