Phillips 66 shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.1M | 6.9k | 163.33 |
2023-12-31 | $864k | 6.5k | 133.14 |
2023-09-30 | $733k | 6.1k | 120.14 |
2023-06-30 | $551k | 5.8k | 95.37 |
2023-03-31 | $587k | 5.8k | 101.39 |
2022-12-31 | $606k | 5.8k | 104.08 |
2022-09-30 | $386k | 4.8k | 80.65 |
2022-06-30 | $378k | 4.6k | 82.07 |
2019-03-31 | $64k | 672 | 95.24 |
2018-12-31 | $51k | 597 | 85.43 |
2018-09-30 | $50k | 451 | 110.86 |
2018-06-30 | $38k | 335 | 113.43 |
2018-03-31 | $15k | 154 | 97.40 |
2017-12-31 | $15k | 154 | 97.40 |