Phillips 66 shares owned by Adell, Harriman, & Carpenter
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Adell, Harriman, & Carpenter
from 13F filings
Historical chart of Adell, Harriman, & Carpenter investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Adell, Harriman, & Carpenter
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.9M | 73k | 136.02 |
| 2025-06-30 | $8.7M | 73k | 119.30 |
| 2025-03-31 | $9.6M | 78k | 123.48 |
| 2024-12-31 | $9.8M | 86k | 113.93 |
| 2024-09-30 | $13M | 96k | 131.45 |
| 2024-06-30 | $13M | 93k | 141.17 |
| 2024-03-31 | $15M | 90k | 163.34 |
| 2023-12-31 | $12M | 91k | 133.14 |
| 2023-09-30 | $11M | 90k | 120.15 |
| 2023-06-30 | $8.3M | 86k | 95.66 |
| 2023-03-31 | $8.2M | 81k | 101.38 |
| 2022-12-31 | $8.0M | 77k | 104.08 |
| 2022-09-30 | $4.9M | 60k | 80.72 |
| 2022-06-30 | $3.5M | 43k | 81.99 |
| 2022-03-31 | $2.5M | 28k | 86.39 |
| 2021-12-31 | $464k | 6.4k | 72.46 |
| 2021-09-30 | $465k | 6.6k | 70.03 |
| 2021-06-30 | $612k | 7.1k | 85.82 |
| 2021-03-31 | $603k | 7.4k | 81.54 |
| 2020-12-31 | $556k | 7.9k | 69.94 |
| 2020-09-30 | $599k | 12k | 51.84 |
| 2020-06-30 | $1.4M | 19k | 71.90 |
| 2020-03-31 | $721k | 13k | 53.65 |
| 2019-12-31 | $2.0M | 18k | 111.41 |
| 2019-09-30 | $1.9M | 18k | 102.40 |
| 2019-06-30 | $1.7M | 19k | 93.54 |
| 2019-03-31 | $1.8M | 19k | 95.17 |
| 2018-12-31 | $1.6M | 19k | 86.15 |
| 2018-09-30 | $2.3M | 20k | 112.72 |
| 2018-06-30 | $2.3M | 21k | 112.31 |
| 2018-03-31 | $2.0M | 21k | 95.92 |
| 2017-12-31 | $2.1M | 21k | 101.15 |
| 2017-09-30 | $1.9M | 21k | 91.61 |
| 2017-06-30 | $1.8M | 22k | 82.69 |
| 2017-03-31 | $1.9M | 24k | 79.22 |
| 2016-12-31 | $2.4M | 27k | 86.41 |
| 2016-09-30 | $2.6M | 32k | 80.55 |
| 2016-06-30 | $2.8M | 36k | 79.34 |
| 2016-03-31 | $3.2M | 37k | 86.59 |
| 2015-12-31 | $2.9M | 36k | 81.80 |
| 2015-09-30 | $2.6M | 34k | 76.84 |
| 2015-06-30 | $2.8M | 35k | 80.56 |
| 2015-03-31 | $2.5M | 31k | 78.60 |
| 2014-12-31 | $1.7M | 23k | 71.70 |
| 2014-09-30 | $2.4M | 29k | 80.43 |
| 2014-06-30 | $2.4M | 29k | 80.43 |
| 2014-03-31 | $2.3M | 30k | 77.06 |
| 2013-12-31 | $2.3M | 30k | 77.13 |
| 2013-09-30 | $1.8M | 31k | 57.82 |
| 2013-06-30 | $600k | 10k | 58.91 |
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