PSX PHILLIPS 66

Ownership history in NKCFO LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which NKCFO 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.

Peak position
7.56% (2024 Q1)
Avg. % of fund
2.51%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 28,650 +14,325 +100.0% 1.07% $3.7M $127.99
2025 Q3 REDUCED 14,325 -26,175 -64.6% 0.59% $1.9M $133.77
2024 Q4 UNCHANGED 40,500 0% 2.03% $4.6M $108.91
2024 Q3 REDUCED 40,500 -37,000 -47.7% 2.54% $5.3M $124.56
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PSX price (monthly, adj. close)
← Back to NKCFO LLC Holdings