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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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All positions including Phillips 66 held by Lummis Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Lummis Asset Management

Quarter filed Position value Share count Share price at filing
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