Phillips 66 shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 11k | 136.01 |
| 2025-06-30 | $1.2M | 10k | 119.30 |
| 2025-03-31 | $1.2M | 9.5k | 123.48 |
| 2024-12-31 | $1.1M | 9.3k | 113.93 |
| 2024-09-30 | $1.2M | 9.1k | 131.45 |
| 2024-06-30 | $1.2M | 8.4k | 141.18 |
| 2024-03-31 | $1.2M | 7.6k | 163.34 |
| 2023-12-31 | $935k | 7.0k | 133.14 |
| 2023-09-30 | $231k | 1.9k | 120.15 |