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Phillips 66 shares owned by Advisor OS

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in Phillips 66

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All positions including Phillips 66 held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Advisor OS

Quarter filed Position value Share count Share price at filing
2024-09-30 $538k 4.1k 131.45
2024-06-30 $558k 4.0k 141.17
2024-03-31 $636k 3.9k 163.34
2023-12-31 $425k 3.2k 133.14
2023-09-30 $370k 3.1k 120.15
2023-06-30 $874k 9.2k 95.38
2023-03-31 $1.4M 14k 101.38
2022-12-31 $1.4M 14k 104.08
2022-09-30 $568k 7.1k 80.58
2022-06-30 $638k 7.8k 81.99