Ownership history in FORA Capital, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in PHILLIPS 66 CMN (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 5,238 | -739 | -12.4% | 0.13% | $712K | $133.77 |
| 2024 Q4 | REDUCED | 5,977 | -74,442 | -92.6% | 0.08% | $681K | $108.91 |
| 2024 Q3 | ADDED | 80,419 | +43,975 | +120.7% | 1.24% | $10.6M | $124.56 |
| 2022 Q4 | ADDED | 36,444 | +23,030 | +171.7% | 0.61% | $3.8M | $92.61 |
| 2022 Q2 | ADDED | 13,414 | +904 | +7.2% | 0.22% | $1.1M | $71.53 |
| 2022 Q1 | ADDED | 12,510 | +8,349 | +200.6% | 0.20% | $1.1M | $74.61 |
| 2021 Q4 | REDUCED | 4,161 | -6,102 | -59.5% | 0.12% | $302K | $61.92 |
| 2021 Q3 | ADDED | 10,263 | +4,459 | +76.8% | 0.18% | $719K | $59.14 |
| 2021 Q2 | REDUCED | 5,804 | -10,005 | -63.3% | 0.09% | $498K | $71.57 |
| 2020 Q2 | REDUCED | 15,809 | -32,972 | -67.6% | 0.39% | $1.1M | $56.94 |
As of 2025 Q4 — sorted by position size