Phillips 66 shares owned by Creative Planning
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $38M | 234k | 163.34 |
| 2023-12-31 | $31M | 236k | 133.14 |
| 2023-09-30 | $38M | 320k | 120.15 |
| 2023-06-30 | $22M | 230k | 95.38 |
| 2023-03-31 | $22M | 213k | 101.38 |
| 2022-12-31 | $23M | 216k | 104.08 |
| 2022-09-30 | $9.8M | 122k | 80.72 |
| 2022-06-30 | $11M | 134k | 81.99 |
| 2022-03-31 | $8.2M | 95k | 86.39 |
| 2021-12-31 | $6.8M | 94k | 72.46 |
| 2021-09-30 | $6.6M | 95k | 70.03 |
| 2021-06-30 | $9.5M | 111k | 85.82 |
| 2021-03-31 | $9.6M | 118k | 81.54 |
| 2020-12-31 | $8.0M | 115k | 69.94 |
| 2020-09-30 | $5.4M | 105k | 51.84 |
| 2020-06-30 | $6.5M | 90k | 71.90 |
| 2020-03-31 | $5.2M | 97k | 53.65 |
| 2019-12-31 | $11M | 96k | 111.41 |
| 2019-09-30 | $10M | 98k | 102.40 |
| 2019-06-30 | $9.4M | 101k | 93.54 |
| 2019-03-31 | $9.9M | 104k | 95.17 |
| 2018-12-31 | $8.9M | 103k | 86.15 |
| 2018-09-30 | $12M | 105k | 112.72 |
| 2018-06-30 | $11M | 100k | 112.31 |
| 2018-03-31 | $10M | 105k | 95.92 |
| 2017-12-31 | $8.8M | 87k | 101.15 |
| 2017-09-30 | $8.5M | 93k | 91.61 |
| 2017-06-30 | $7.1M | 86k | 82.69 |
| 2017-03-31 | $6.8M | 86k | 79.22 |
| 2016-12-31 | $7.4M | 85k | 86.41 |
| 2016-09-30 | $6.5M | 80k | 80.55 |
| 2016-06-30 | $6.3M | 79k | 79.34 |
| 2016-03-31 | $6.2M | 71k | 86.59 |
| 2015-12-31 | $6.8M | 83k | 81.81 |
| 2015-09-30 | $5.6M | 73k | 76.86 |
| 2015-06-30 | $5.4M | 67k | 80.56 |
| 2015-03-31 | $5.0M | 64k | 78.60 |
| 2014-12-31 | $4.8M | 67k | 71.70 |
| 2014-09-30 | $2.9M | 59k | 50.00 |
| 2014-06-30 | $4.5M | 56k | 80.44 |
| 2014-03-31 | $3.9M | 51k | 77.06 |
| 2013-12-31 | $3.3M | 43k | 77.14 |
| 2013-09-30 | $2.0M | 35k | 57.82 |
| 2013-06-30 | $1.9M | 33k | 58.90 |
| 2012-12-31 | $1.7M | 33k | 53.11 |
| 2012-09-30 | $1.4M | 30k | 46.36 |
| 2012-06-30 | $691k | 21k | 33.25 |