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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

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

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Quarterly 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