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Phillips 66 shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment Management investment in Phillips 66

Tip: Access up to 7 years of quarterly data

All positions including Phillips 66 held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 12k 163.34
2023-12-31 $1.5M 11k 133.13
2023-09-30 $1.2M 10k 120.15
2023-06-30 $984k 10k 95.38
2023-03-31 $1.2M 12k 101.38
2022-12-31 $1.0M 10k 104.08
2022-09-30 $713k 8.8k 80.63
2022-06-30 $642k 7.8k 82.02
2022-03-31 $330k 3.8k 86.30
2021-12-31 $204k 2.8k 72.60
2021-06-30 $247k 2.9k 85.76
2021-03-31 $258k 3.2k 81.65
2020-12-31 $308k 4.4k 69.81
2020-09-30 $279k 5.4k 51.86
2020-06-30 $472k 6.6k 71.86
2020-03-31 $328k 6.1k 53.59
2019-12-31 $780k 7.0k 111.35
2019-09-30 $716k 7.0k 102.36
2019-06-30 $639k 6.8k 93.56
2019-03-31 $657k 6.9k 95.23
2018-12-31 $226k 7.1k 31.98
2018-09-30 $1.0M 9.1k 112.04
2018-06-30 $980k 8.9k 110.56
2018-03-31 $955k 10k 95.91
2017-12-31 $994k 9.9k 100.00