Phillips 66 shares owned by Legacy Private Trust
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $427k | 3.1k | 136.02 |
| 2025-06-30 | $359k | 3.0k | 119.30 |
| 2025-03-31 | $360k | 2.9k | 123.48 |
| 2024-12-31 | $320k | 2.8k | 113.93 |
| 2024-09-30 | $281k | 2.1k | 131.45 |
| 2024-06-30 | $265k | 1.9k | 141.17 |
| 2024-03-31 | $307k | 1.9k | 163.34 |
| 2023-12-31 | $243k | 1.8k | 133.14 |
| 2023-09-30 | $216k | 1.8k | 120.15 |
| 2023-06-30 | $215k | 2.3k | 95.38 |
| 2019-12-31 | $274k | 2.5k | 111.34 |
| 2019-09-30 | $252k | 2.5k | 102.40 |
| 2019-06-30 | $230k | 2.5k | 93.46 |
| 2019-03-31 | $234k | 2.5k | 95.08 |
| 2018-12-31 | $212k | 2.5k | 86.14 |
| 2016-12-31 | $250k | 2.9k | 86.39 |
| 2016-09-30 | $247k | 3.1k | 80.61 |
| 2016-06-30 | $334k | 4.2k | 79.24 |
| 2016-03-31 | $888k | 10k | 86.60 |
| 2015-12-31 | $839k | 10k | 81.82 |
| 2015-09-30 | $936k | 12k | 76.87 |
| 2015-06-30 | $981k | 12k | 80.57 |
| 2015-03-31 | $957k | 12k | 78.60 |
| 2014-12-31 | $1.1M | 16k | 71.72 |
| 2014-09-30 | $1.7M | 21k | 81.30 |
| 2014-06-30 | $2.5M | 31k | 80.44 |
| 2014-03-31 | $2.0M | 26k | 77.04 |
| 2013-12-31 | $1.8M | 23k | 77.13 |
| 2013-09-30 | $1.3M | 23k | 57.82 |
| 2013-06-30 | $1.2M | 21k | 58.93 |
| 2013-03-31 | $38k | 550 | 69.09 |
| 2012-12-31 | $636k | 12k | 53.12 |
| 2012-09-30 | $451k | 9.7k | 46.38 |