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Phillips 66 shares owned by Freestone Capital Holdings

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Freestone Capital Holdings from 13F filings

Historical chart of Freestone Capital Holdings investment in Phillips 66

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All positions including Phillips 66 held by Freestone Capital Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Freestone Capital Holdings

Quarter filed Position value Share count Share price at filing
2023-09-30 $433k 3.6k 120.15
2023-06-30 $346k 3.6k 95.38
2023-03-31 $378k 3.7k 101.38
2022-12-31 $384k 3.7k 104.08
2022-09-30 $311k 3.9k 80.72
2022-06-30 $333k 4.1k 82.10
2022-03-31 $403k 4.7k 86.41
2021-12-31 $345k 4.8k 72.42
2021-09-30 $334k 4.8k 69.95
2021-06-30 $388k 4.5k 85.75
2021-03-31 $340k 4.2k 81.55
2020-12-31 $292k 4.2k 69.94
2020-09-30 $212k 4.1k 51.84
2020-06-30 $296k 4.1k 71.98
2020-03-31 $221k 4.1k 53.54
2019-12-31 $450k 4.0k 111.41
2019-09-30 $344k 3.4k 102.50
2019-06-30 $291k 3.1k 93.51
2019-03-31 $291k 3.1k 95.22
2018-12-31 $269k 3.1k 86.22
2018-09-30 $313k 2.8k 112.71
2018-06-30 $320k 2.8k 112.44
2018-03-31 $263k 2.7k 95.88
2017-12-31 $306k 3.0k 101.09
2017-09-30 $305k 3.3k 91.67
2017-06-30 $300k 3.6k 82.83
2017-03-31 $533k 6.7k 79.23
2016-12-31 $810k 9.4k 86.44
2016-09-30 $533k 6.6k 80.61
2016-06-30 $526k 6.6k 79.36
2016-03-31 $545k 6.3k 86.66
2015-12-31 $1.2M 14k 81.67
2015-09-30 $1.1M 14k 76.33
2014-03-31 $370k 4.8k 76.92
2013-12-31 $360k 4.7k 76.99
2013-06-30 $202k 3.4k 58.89

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
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Nike CL B (NKE)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)

View all positions for Freestone Capital Holdings

Top funds holding Phillips 66

Vanguard Group
Wells Fargo & Company
Barclays
Wellington Management Company
Bank of New York Mellon
Harris Associates L.P
Bank of America Corporation
Norges Bank Investment Management
Legal & General Group
Robeco Investment Management
Dimensional Fund Advisors
Barrow, Hanley, Mewhinney & Strauss
UBS Group
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Phillips 66