Phillips 66 shares owned by Waldron
Historical chart of Waldron investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Waldron consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $441k | 3.2k | 136.02 |
| 2025-06-30 | $371k | 3.1k | 119.30 |
| 2025-03-31 | $384k | 3.1k | 123.48 |
| 2024-12-31 | $539k | 4.7k | 113.95 |
| 2024-09-30 | $668k | 5.1k | 131.45 |
| 2024-06-30 | $692k | 4.9k | 141.17 |
| 2024-03-31 | $806k | 4.9k | 163.34 |
| 2023-12-31 | $654k | 4.9k | 133.14 |
| 2023-09-30 | $575k | 4.8k | 120.15 |
| 2023-06-30 | $447k | 4.7k | 95.23 |
| 2023-03-31 | $490k | 4.8k | 101.28 |
| 2022-12-31 | $362k | 4.5k | 80.71 |
| 2022-09-30 | $362k | 4.5k | 80.71 |
| 2022-06-30 | $369k | 4.5k | 81.78 |
| 2022-03-31 | $366k | 4.2k | 86.18 |
| 2021-12-31 | $278k | 3.8k | 72.38 |
| 2021-09-30 | $268k | 3.8k | 69.81 |
| 2021-06-30 | $630k | 7.3k | 85.73 |
| 2021-03-31 | $230k | 2.8k | 81.47 |
| 2019-12-31 | $302k | 2.7k | 111.23 |
| 2019-09-30 | $262k | 2.6k | 102.26 |
| 2019-06-30 | $296k | 3.2k | 93.26 |
| 2019-03-31 | $366k | 3.9k | 95.04 |
| 2018-12-31 | $329k | 3.8k | 85.99 |
| 2018-09-30 | $313k | 2.8k | 112.39 |
| 2018-06-30 | $312k | 2.8k | 112.15 |
| 2018-03-31 | $263k | 2.8k | 95.57 |
| 2017-12-31 | $278k | 2.8k | 101.02 |
| 2017-09-30 | $252k | 2.8k | 91.57 |
| 2017-06-30 | $227k | 2.8k | 82.49 |
| 2017-03-31 | $251k | 3.2k | 79.66 |
| 2016-12-31 | $237k | 2.8k | 86.12 |
| 2016-09-30 | $238k | 2.9k | 80.81 |
| 2016-06-30 | $247k | 3.2k | 76.61 |
| 2016-03-31 | $247k | 3.2k | 76.61 |
| 2015-12-31 | $253k | 3.1k | 81.96 |
| 2015-09-30 | $247k | 3.2k | 76.61 |
| 2015-06-30 | $283k | 3.5k | 80.28 |
| 2015-03-31 | $268k | 3.4k | 78.55 |
| 2014-12-31 | $241k | 3.4k | 71.77 |
| 2014-09-30 | $247k | 3.0k | 81.06 |
| 2014-06-30 | $230k | 2.9k | 80.31 |
| 2014-03-31 | $225k | 2.9k | 77.06 |
| 2013-12-31 | $227k | 2.9k | 77.03 |