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Phillips 66 shares owned by Capstone Investment Advisors

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

Historical chart of Capstone Investment Advisors investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Capstone Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.7M 41k 163.34
2023-12-31 $17M 126k 133.14
2023-09-30 $9.6M 80k 120.15
2023-06-30 $8.7M 92k 95.38
2023-03-31 $8.3M 82k 101.38
2022-12-31 $6.1M 58k 104.08
2022-09-30 $4.8M 60k 80.70
2022-06-30 $6.3M 77k 81.98
2022-03-31 $27M 310k 86.38
2021-12-31 $30M 417k 72.46
2021-09-30 $28M 402k 70.03
2021-06-30 $28M 330k 85.82
2021-03-31 $24M 294k 81.54
2020-12-31 $30M 427k 69.94
2020-09-30 $19M 365k 51.84
2020-06-30 $17M 239k 71.90
2020-03-31 $14M 263k 53.65
2019-12-31 $18M 165k 111.42
2019-09-30 $12M 121k 102.39
2019-06-30 $12M 129k 93.55
2019-03-31 $9.5M 100k 95.15
2018-12-31 $5.7M 66k 86.12
2018-09-30 $6.0M 54k 112.72
2018-06-30 $528k 4.7k 112.40
2017-03-31 $1.7M 21k 79.20
2016-03-31 $4.0M 47k 86.59
2015-12-31 $1.1M 13k 81.79
2014-09-30 $698k 8.6k 81.29
2014-03-31 $200k 2.6k 76.92