Phillips 66 shares owned by Klingman & Associates
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $967k | 7.1k | 136.02 |
| 2016-09-30 | $48k | 600 | 80.00 |
| 2016-06-30 | $16k | 200 | 80.00 |
| 2016-03-31 | $17k | 200 | 85.00 |
| 2015-12-31 | $16k | 200 | 80.00 |
| 2015-09-30 | $15k | 200 | 75.00 |
| 2015-06-30 | $16k | 200 | 80.00 |
| 2015-03-31 | $20k | 256 | 78.12 |
| 2014-12-31 | $18k | 255 | 70.59 |