Phillips 66 shares owned by Whipplewood Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Whipplewood Advisors
from 13F filings
Historical chart of Whipplewood Advisors investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Whipplewood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41k | 300 | 136.02 |
| 2025-06-30 | $48k | 401 | 119.30 |
| 2025-03-31 | $14k | 324 | 41.57 |