Phillips 66 shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $128k | 960 | 133.14 |
| 2023-09-30 | $115k | 960 | 120.15 |
| 2023-06-30 | $82k | 860 | 95.38 |
| 2023-03-31 | $87k | 860 | 101.38 |
| 2022-12-31 | $90k | 860 | 104.08 |
| 2022-09-30 | $69k | 860 | 80.23 |
| 2022-06-30 | $71k | 870 | 81.61 |
| 2022-03-31 | $75k | 870 | 86.21 |
| 2021-12-31 | $30k | 420 | 71.43 |
| 2021-09-30 | $29k | 410 | 70.73 |
| 2021-06-30 | $35k | 410 | 85.37 |
| 2021-03-31 | $33k | 410 | 80.49 |
| 2020-12-31 | $29k | 410 | 70.73 |
| 2020-09-30 | $16k | 300 | 53.33 |
| 2020-06-30 | $1.2M | 16k | 71.87 |
| 2020-03-31 | $301k | 5.6k | 53.65 |
| 2019-12-31 | $118k | 1.1k | 111.22 |
| 2019-09-30 | $109k | 1.1k | 102.73 |
| 2019-06-30 | $92k | 979 | 93.97 |
| 2019-03-31 | $93k | 979 | 94.99 |
| 2018-12-31 | $84k | 979 | 85.80 |
| 2018-09-30 | $110k | 979 | 112.36 |
| 2018-06-30 | $110k | 979 | 112.36 |
| 2018-03-31 | $94k | 979 | 96.02 |
| 2017-12-31 | $99k | 979 | 101.12 |
| 2017-09-30 | $99k | 1.1k | 91.75 |
| 2017-06-30 | $102k | 1.2k | 82.99 |
| 2017-03-31 | $140k | 1.8k | 79.32 |
| 2016-12-31 | $597k | 6.9k | 86.41 |
| 2016-09-30 | $215k | 2.7k | 80.71 |
| 2016-06-30 | $170k | 2.1k | 79.25 |
| 2016-03-31 | $199k | 2.3k | 86.75 |
| 2015-12-31 | $192k | 2.3k | 81.91 |
| 2015-09-30 | $180k | 2.3k | 76.79 |
| 2015-06-30 | $88k | 1.1k | 80.37 |
| 2015-03-31 | $85k | 1.1k | 78.34 |
| 2014-12-31 | $78k | 1.1k | 71.89 |
| 2014-09-30 | $101k | 1.2k | 81.65 |
| 2014-06-30 | $100k | 1.2k | 80.84 |
| 2014-03-31 | $115k | 1.5k | 77.34 |
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