Phillips 66 shares owned by Herold Advisors
Historical chart of Herold Advisors investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Herold Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Phillips 66 by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.0M | 24k | 163.34 |
| 2023-12-31 | $3.5M | 26k | 133.14 |
| 2023-09-30 | $3.2M | 26k | 120.15 |
| 2023-06-30 | $2.3M | 24k | 95.38 |
| 2023-03-31 | $2.2M | 22k | 101.38 |
| 2022-12-31 | $2.2M | 21k | 104.08 |
| 2022-09-30 | $1.7M | 21k | 80.68 |
| 2022-03-31 | $69k | 800 | 86.39 |
| 2021-09-30 | $56k | 800 | 70.00 |