Phillips 66 shares owned by Ruggaard & Associates
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Ruggaard & Associates
from 13F filings
Historical chart of Ruggaard & Associates investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Ruggaard & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Ruggaard & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $344k | 2.5k | 136.02 |
| 2025-06-30 | $302k | 2.5k | 119.30 |
| 2025-03-31 | $330k | 2.7k | 123.48 |
| 2024-12-31 | $304k | 2.7k | 113.93 |
| 2024-09-30 | $351k | 2.7k | 131.45 |
| 2024-06-30 | $377k | 2.7k | 141.17 |
| 2024-03-31 | $445k | 2.7k | 163.34 |
| 2023-12-31 | $353k | 2.7k | 133.14 |
| 2023-09-30 | $414k | 3.4k | 120.15 |