Legacy Financial Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by Legacy Financial Advisors

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