PSX PHILLIPS 66

Ownership history in Core Alternative Capital  ·  16 quarters on record

This page tracks every 13F SEC filing in which Core Alternative Capital reported a position in PHILLIPS 66 (PSX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2023 Q4)
Avg. % of fund
0.01%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 16 -50 -75.8% 0.00% $2K $133.77
2025 Q2 REDUCED 66 -150 -69.4% 0.00% $8K $116.18
2025 Q1 REDUCED 216 -20 -8.5% 0.01% $27K $119.11
2024 Q4 UNCHANGED 236 0% 0.01% $27K $108.91
2024 Q3 UNCHANGED 236 0% 0.01% $31K $124.56
2024 Q2 UNCHANGED 236 0% 0.01% $33K $132.66
2024 Q1 REDUCED 236 -882 -78.9% 0.01% $39K $152.29
2023 Q4 ADDED 1,118 +801 +252.7% 0.03% $149K $123.24
2023 Q3 UNCHANGED 317 0% 0.01% $38K $110.21
2023 Q2 ADDED 317 +19 +6.4% 0.00% $30K $86.67
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PSX price (monthly, adj. close)
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