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Phillips 66 shares owned by Waldron

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Waldron from 13F filings

Historical chart of Waldron investment in Phillips 66

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All positions including Phillips 66 held by Waldron consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Waldron

Quarter filed Position value Share count Share price at filing
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 $653k 4.9k 132.99
2023-09-30 $575k 4.8k 120.09
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