Phillips 66 shares owned by Weatherly Asset Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Weatherly Asset Management
from 13F filings
Historical chart of Weatherly Asset Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Weatherly Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $676k | 5.1k | 131.45 |
| 2024-06-30 | $705k | 5.0k | 141.17 |
| 2024-03-31 | $828k | 5.1k | 163.34 |
| 2023-12-31 | $676k | 5.1k | 133.14 |
| 2023-09-30 | $614k | 5.1k | 120.15 |
| 2023-06-30 | $525k | 5.5k | 95.38 |
| 2023-03-31 | $565k | 5.6k | 101.37 |
| 2022-12-31 | $590k | 5.7k | 104.07 |
| 2022-09-30 | $459k | 5.7k | 80.74 |
| 2022-06-30 | $472k | 5.8k | 81.99 |
| 2022-03-31 | $549k | 6.4k | 86.35 |
| 2021-12-31 | $473k | 6.5k | 72.47 |
| 2021-09-30 | $459k | 6.6k | 70.04 |
| 2021-06-30 | $589k | 6.9k | 85.86 |
| 2021-03-31 | $562k | 6.9k | 81.48 |
| 2020-12-31 | $453k | 6.5k | 70.00 |
| 2020-09-30 | $354k | 6.8k | 51.91 |
| 2020-06-30 | $510k | 7.1k | 71.91 |
| 2020-03-31 | $383k | 7.1k | 53.63 |
| 2019-12-31 | $824k | 7.4k | 111.44 |
| 2019-09-30 | $777k | 7.6k | 102.33 |
| 2019-06-30 | $735k | 7.9k | 93.56 |
| 2019-03-31 | $748k | 7.9k | 95.15 |
| 2018-12-31 | $708k | 8.2k | 86.19 |
| 2018-09-30 | $944k | 8.4k | 112.70 |
| 2018-06-30 | $963k | 8.6k | 112.29 |
| 2018-03-31 | $836k | 8.7k | 95.86 |
| 2017-12-31 | $868k | 8.6k | 101.13 |
| 2017-09-30 | $788k | 8.6k | 91.65 |
| 2017-06-30 | $716k | 8.7k | 82.66 |
| 2017-03-31 | $690k | 8.7k | 79.20 |
| 2016-12-31 | $765k | 8.8k | 86.45 |
| 2016-09-30 | $713k | 8.8k | 80.57 |
| 2016-06-30 | $704k | 8.9k | 79.33 |
| 2016-03-31 | $778k | 9.0k | 86.54 |
| 2015-12-31 | $710k | 8.7k | 81.77 |
| 2015-09-30 | $663k | 8.6k | 76.75 |
| 2015-06-30 | $709k | 8.8k | 80.47 |
| 2015-03-31 | $697k | 8.9k | 78.57 |
| 2014-12-31 | $600k | 8.4k | 71.66 |
| 2014-09-30 | $657k | 8.1k | 81.25 |
| 2014-06-30 | $643k | 8.0k | 80.43 |
| 2014-03-31 | $621k | 8.1k | 77.00 |
| 2013-12-31 | $645k | 8.4k | 77.12 |
| 2013-09-30 | $477k | 8.3k | 57.80 |
| 2013-06-30 | $496k | 8.4k | 58.90 |
More positions owned by Weatherly Asset Management
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