Phillips 66 shares owned by Waddell & Associates
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Waddell & Associates
from 13F filings
Historical chart of Waddell & Associates investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Waddell & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $396k | 2.9k | 136.03 |
| 2023-09-30 | $528k | 4.4k | 120.15 |
| 2023-06-30 | $418k | 4.4k | 95.38 |
| 2023-03-31 | $558k | 5.5k | 101.39 |
| 2022-12-31 | $571k | 5.5k | 104.09 |
| 2022-09-30 | $447k | 5.5k | 80.72 |
| 2022-06-30 | $471k | 5.7k | 82.06 |