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Phillips 66 shares owned by Wakefield Asset Management L

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Wakefield Asset Management L from 13F filings

Historical chart of Wakefield Asset Management L investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Wakefield Asset Management L

Quarter filed Position value Share count Share price at filing
2025-09-30 $349k 2.6k 136.02
2025-06-30 $306k 2.6k 119.30
2025-03-31 $317k 2.6k 123.48
2019-12-31 $2.4M 22k 111.40
2019-09-30 $2.7M 26k 102.40
2019-03-31 $22k 234 94.02
2018-12-31 $1.9M 23k 86.13
2018-09-30 $3.6M 32k 112.73