Phillips 66 shares owned by Lummis Asset Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Lummis Asset Management
from 13F filings
Historical chart of Lummis Asset Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Lummis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $410k | 3.0k | 136.02 |
| 2025-06-30 | $359k | 3.0k | 119.14 |
| 2025-03-31 | $19k | 150 | 123.48 |
| 2024-12-31 | $17k | 150 | 113.93 |
| 2024-09-30 | $20k | 150 | 131.45 |
| 2024-06-30 | $21k | 150 | 141.17 |
| 2024-03-31 | $25k | 150 | 163.34 |
| 2023-12-31 | $401k | 3.0k | 133.14 |