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Phillips 66 shares owned by American Trust Investment Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by American Trust Investment Advisors from 13F filings

Historical chart of American Trust Investment Advisors investment in Phillips 66

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All positions including Phillips 66 held by American Trust Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by American Trust Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $235k 2.0k 120.15
2023-03-31 $204k 2.0k 101.38
2022-12-31 $210k 2.0k 104.08
2022-03-31 $224k 2.6k 86.49
2016-09-30 $2.2M 27k 80.57
2016-06-30 $2.2M 28k 79.32
2016-03-31 $2.7M 31k 86.60
2015-12-31 $2.6M 31k 81.81
2015-09-30 $2.4M 32k 76.84
2015-06-30 $2.6M 32k 80.57
2015-03-31 $2.5M 32k 78.60