Phillips 66 shares owned by John G.Ullman & Associates
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by John G.Ullman & Associates
from 13F filings
Historical chart of John G.Ullman & Associates investment in Phillips 66
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All positions including Phillips 66 held by John G.Ullman & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by John G.Ullman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $524k | 3.9k | 136.02 |
| 2025-06-30 | $459k | 3.9k | 119.30 |
| 2025-03-31 | $475k | 3.9k | 123.48 |
| 2024-12-31 | $439k | 3.9k | 113.93 |
| 2024-09-30 | $519k | 4.0k | 131.45 |
| 2024-06-30 | $558k | 4.0k | 141.17 |
| 2024-03-31 | $645k | 4.0k | 163.34 |
| 2023-12-31 | $526k | 4.0k | 133.14 |
| 2023-09-30 | $475k | 4.0k | 120.15 |
| 2023-06-30 | $377k | 4.0k | 95.38 |
| 2023-03-31 | $400k | 4.0k | 101.27 |
| 2022-12-31 | $419k | 4.0k | 104.02 |
| 2022-09-30 | $324k | 4.0k | 80.80 |
| 2022-06-30 | $330k | 4.0k | 81.89 |
| 2022-03-31 | $348k | 4.0k | 86.35 |
| 2021-12-31 | $291k | 4.0k | 72.57 |
| 2021-09-30 | $281k | 4.0k | 70.07 |
| 2021-06-30 | $344k | 4.0k | 85.79 |
| 2021-03-31 | $327k | 4.0k | 81.55 |
| 2020-12-31 | $294k | 4.2k | 69.83 |
| 2020-09-30 | $270k | 5.2k | 51.82 |
| 2019-12-31 | $480k | 4.3k | 111.37 |
| 2019-09-30 | $470k | 4.6k | 102.51 |
| 2019-06-30 | $429k | 4.6k | 93.57 |
| 2019-03-31 | $436k | 4.6k | 95.09 |
| 2018-12-31 | $395k | 4.6k | 86.15 |
| 2018-09-30 | $523k | 4.6k | 112.79 |
| 2018-06-30 | $521k | 4.6k | 112.36 |
| 2018-03-31 | $440k | 4.6k | 95.97 |
| 2017-12-31 | $464k | 4.6k | 101.20 |
| 2017-09-30 | $420k | 4.6k | 91.60 |
| 2017-06-30 | $386k | 4.7k | 82.74 |
| 2017-03-31 | $370k | 4.7k | 79.16 |
| 2016-12-31 | $404k | 4.7k | 86.44 |
| 2016-09-30 | $376k | 4.7k | 80.60 |
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