Phillips 66 shares owned by Next Capital Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Next Capital Management
from 13F filings
Historical chart of Next Capital Management investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Next Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Next Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236k | 1.7k | 136.02 |
| 2025-06-30 | $215k | 1.8k | 119.30 |
| 2024-12-31 | $217k | 1.9k | 113.93 |
| 2024-09-30 | $250k | 1.9k | 131.45 |
| 2024-06-30 | $454k | 5.0k | 91.08 |
| 2024-03-31 | $320k | 2.0k | 163.34 |
| 2023-12-31 | $254k | 1.9k | 133.14 |
| 2023-09-30 | $229k | 1.9k | 120.15 |
| 2022-12-31 | $406k | 3.9k | 104.00 |
| 2022-09-30 | $315k | 3.9k | 80.69 |
| 2022-06-30 | $320k | 3.9k | 81.97 |
| 2022-03-31 | $337k | 3.9k | 86.32 |
| 2021-06-30 | $215k | 2.5k | 86.00 |
| 2021-03-31 | $204k | 2.5k | 81.60 |
| 2020-03-31 | $279k | 2.5k | 111.60 |
| 2019-12-31 | $279k | 2.5k | 111.60 |
| 2019-09-30 | $256k | 2.5k | 102.40 |
| 2019-06-30 | $270k | 2.9k | 93.65 |
| 2019-03-31 | $238k | 2.5k | 95.20 |
| 2018-12-31 | $215k | 2.5k | 86.00 |