Phillips 66 shares owned by Roundview Capital
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Roundview Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Phillips 66 by Roundview Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $640k | 3.9k | 163.34 |
2023-12-31 | $522k | 3.9k | 133.14 |
2023-09-30 | $477k | 4.0k | 120.15 |
2023-06-30 | $379k | 4.0k | 95.38 |
2023-03-31 | $403k | 4.0k | 101.38 |
2022-12-31 | $414k | 4.0k | 104.08 |
2022-09-30 | $299k | 3.7k | 80.81 |
2022-06-30 | $285k | 3.5k | 81.87 |
2022-03-31 | $279k | 3.2k | 86.43 |
2021-12-31 | $203k | 2.8k | 72.37 |
2021-06-30 | $410k | 4.8k | 85.81 |
2021-03-31 | $357k | 4.4k | 81.43 |
2020-12-31 | $316k | 4.5k | 69.93 |
2020-09-30 | $609k | 12k | 51.82 |
2020-06-30 | $1.1M | 15k | 71.91 |
2020-03-31 | $542k | 10k | 53.69 |
2019-12-31 | $2.0M | 18k | 111.43 |
2019-09-30 | $1.2M | 11k | 102.41 |
2019-06-30 | $1.0M | 11k | 93.57 |
2019-03-31 | $1.1M | 12k | 95.14 |
2018-12-31 | $997k | 12k | 86.16 |
2018-09-30 | $1.2M | 11k | 112.72 |
2018-06-30 | $1.2M | 11k | 112.27 |
2018-03-31 | $1.0M | 11k | 95.89 |
2017-12-31 | $1.1M | 10k | 101.17 |
2017-09-30 | $2.4M | 29k | 82.69 |
2017-06-30 | $2.4M | 29k | 82.69 |
2017-03-31 | $2.3M | 29k | 79.21 |
2016-12-31 | $2.5M | 29k | 86.42 |
2016-09-30 | $2.3M | 28k | 80.54 |
2016-06-30 | $2.0M | 25k | 79.35 |
2016-03-31 | $2.2M | 25k | 86.57 |
2015-12-31 | $362k | 4.4k | 81.77 |
2015-09-30 | $340k | 4.4k | 76.80 |
2015-06-30 | $355k | 4.4k | 80.65 |
2015-03-31 | $346k | 4.4k | 78.60 |