Phillips 66 shares owned by Tanglewood Legacy Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Tanglewood Legacy Advisors
from 13F filings
Historical chart of Tanglewood Legacy Advisors investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Tanglewood Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $129k | 950 | 136.02 |
| 2025-06-30 | $113k | 950 | 119.30 |
| 2025-03-31 | $117k | 950 | 123.48 |
| 2024-12-31 | $108k | 950 | 113.93 |
| 2024-09-30 | $125k | 950 | 131.45 |
| 2024-06-30 | $185k | 1.3k | 141.17 |
| 2024-03-31 | $214k | 1.3k | 163.34 |
| 2023-12-31 | $175k | 1.3k | 133.14 |
| 2023-09-30 | $158k | 1.3k | 120.15 |
| 2023-06-30 | $125k | 1.3k | 95.38 |
| 2023-03-31 | $133k | 1.3k | 101.38 |
| 2022-12-31 | $137k | 1.3k | 104.08 |
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