Ownership history in Stolper Co · 24 quarters on record
This page tracks every 13F SEC filing in which Stolper Co 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 Q4 | ADDED | 46,164 | +596 | +1.3% | 1.75% | $6.0M | $127.99 |
| 2025 Q3 | REDUCED | 45,568 | -67 | -0.1% | 1.88% | $6.2M | $133.77 |
| 2025 Q2 | REDUCED | 45,635 | -512 | -1.1% | 1.79% | $5.4M | $116.18 |
| 2025 Q1 | REDUCED | 46,147 | -137 | -0.3% | 1.87% | $5.7M | $119.11 |
| 2024 Q4 | ADDED | 46,284 | +695 | +1.5% | 1.76% | $5.3M | $108.91 |
| 2024 Q3 | ADDED | 45,589 | +5 | +0.0% | 1.96% | $6.0M | $124.56 |
| 2024 Q2 | ADDED | 45,584 | +761 | +1.7% | 2.27% | $6.4M | $132.66 |
| 2024 Q1 | REDUCED | 44,823 | -96 | -0.2% | 2.64% | $7.3M | $152.29 |
| 2023 Q4 | ADDED | 44,919 | +103 | +0.2% | 2.41% | $6.0M | $123.24 |
| 2023 Q3 | ADDED | 44,816 | +151 | +0.3% | 2.33% | $5.4M | $110.21 |
As of 2025 Q4 — sorted by position size