Ownership history in INCEPTIONR LLC · 4 quarters on record
This page tracks every 13F SEC filing in which INCEPTIONR LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 7,271 | +2,618 | +56.3% | 0.24% | $989K | $133.77 |
| 2024 Q4 | ADDED | 4,653 | +1,828 | +64.7% | 0.12% | $530K | $108.91 |
| 2024 Q3 | REDUCED | 2,825 | -162 | -5.4% | 0.09% | $371K | $124.56 |
| 2023 Q4 | INITIATED | 2,987 | — | — | 0.28% | $398K | — |
As of 2025 Q4 — sorted by position size